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How to recall a signer and transfer signature rights on a sent document
How to recall a signer and transfer signature rights on a sent document

How to recall a signer and how to transfer signature rights on a sent document

Updated this week

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

  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

How to transfer signature rights to a new recipient

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 recipient role

  4. Fill in the new recipient's information

  5. Confirm by clicking on Transfer recipient role

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)

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.

It is not possible to delete a recipient from a sent document. The only option available is to recall their signing rights. In the case where the document has mistakenly been sent to a recipient who should not have received it, a new version of the document should be created with the incorrect recipient removed, and the document should be re-sent.

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