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 added 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


Recall signer (From Signer to Only view)

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 added 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:

  1. Go to the active document

  2. Click on the three dots next to the recipient who should no longer be a signer

  3. Select Remove role

  4. Confirm by clicking on Remove role


Transfer role

Sometimes a document is sent to someone but then the original signer is not the one who will sign the document. Then you can transfer their role as a signer to a new recipient and they will instead get the role of only view.

Please note! If the recipient that you want to transfer the signing rights from has a verification method like for example eID. The verification method will not be transferred to the new recipient. The signing method for the new signer will only be a standard electronic signature (click-to-sign)

To transfer signature rights, simply follow the below steps:

  1. Go to the active document

  2. Click on the three dots next to the recipient from whom you want to transfer their signature rights from

  3. Select Transfer role

  4. Fill in the new recipient's information

  5. Confirm by clicking on Transfer role

Please note!

If you have a recipient that is not a signer and you wish for them to be able to sign you will need to create a new version of the send-out and there change the roles.

You can not transfer the rights to them. You can also not transfer the signature right to an already existing recipient on the document.

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