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Change role: Signer to Viewer for a recipient
Change role: Signer to Viewer for a recipient

Step by step guide on how to recall a signer to role viewer on a sent document

Updated over 3 months ago

Sometimes you will need to recall someone as a signer because you no longer need them to sign the document.

This can happen if you add two signers and only need one to sign a document or if you simply no longer need to collect a recipient's signature.

To change the role from Signer to Only view simply follow the below steps

How to recall a signer

(From role Signer to Only view on a sent document)

  1. Click on the three dots next to the recipient you want to recall as a signer

  2. Click on Remove recipient role

    Please note: Recipients cannot be removed if anyone has already signed the document.

  3. Click on Remove recipient role again to confirm.

    The signer will then no longer have signing rights but will remain on the document as a viewer

Please note! If you only have one recipient on the document you cannot recall their signature rights.

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