You can change the signing order or add new recipients after a document has been sent, as long as no one has signed or approved the document yet. Changing the signing order or adding recipients lets you fix mistakes or adjust the workflow without cancelling and recreating the document.
Note: Only signers and viewers can be added or reordered after sending. If you need to add an Approver, you must create a new document version, which will restart the signing process.
What you can't change after someone has signed
As soon as one recipient has signed or approved a document, the recipients and the signing order of that document are locked. This applies whether or not the document uses a signing order.
After the first signature or approval on a document:
• The Add recipient button is turned off, so you cannot add new signers, viewers or approvers. The button shows the message "You cannot add a recipient when the document is already signed/approved by one or more recipients".
• The Edit signing order button is turned off, so you cannot change the position of any recipient, including recipients who have not signed yet.
• You cannot change a recipient to a viewer or transfer a recipient's role to another person.
To add a signer or change the signing order after someone has signed, create a new version of the document. Open the document, open the options menu and choose Create new version. Select Recipients to copy the current recipients, and keep Recall previous version of the document selected so that only the new version can be signed. Add the new signer to the new version and send it. Signatures on the original document do not carry over, so every recipient must sign the new version.
Reorder recipients on a Send-out
If you need to change who signs first, you can adjust the sequence directly from the Recipients tab.
Open the sent document you want to change.
Go to the Recipients tab.
Click Edit signing order.
Drag and drop names to change their position, or choose a position from the Number list next to each recipient.
Click Save to apply the new order immediately.
Recipients who have already been sent the document, or who have signed or approved it, stay in their position, and no other recipient can be moved ahead of them. The Edit signing order button is turned off when someone has signed or approved the document, when fewer than two recipients can still be moved, or when the document has been recalled, rejected or marked as lost.
Add a new recipient to the flow
You can add a new recipient to a sent document until someone has signed or approved the document. If the document uses a signing order, you can also choose where the new recipient goes in the signing order.
Open the sent document and go to the Recipients tab. In the classic document view, use the Engagement tab.
Click Add recipient, enter the recipient's details and choose a role: Signer or Viewer.
If the document does not use a signing order, click Add recipient to finish.
If the document uses a signing order, click Next. Choose the new recipient's position from the Number list, or drag the new recipient into place, and then click Add recipient.
Enable signing on a non-signable document
If you sent a document for viewing only and now need a signature, you can make the document signable and set the signing order at the same time.
Open the document, open the options menu and choose Enable signing.
Under Edit recipients, change the recipient's role from Viewer to Signer.
If the document has two or more signers or approvers, turn on Use a prearranged signing order.
Click Edit signing order, arrange the recipients and click Save.
Click Send to send the signing request to the recipients, or click Share document link to share the signing link yourself.