How to transfer signature rights to a new recipient

To transfer signature rights, simply follow the below steps:

Go to the active document
Click on the three dots next to the recipient from whom you want to transfer their signature rights from
Select Transfer recipient role
Fill in the new recipient's information
Confirm by clicking on Transfer recipient role

Please note!

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.

Change role: Signer to Viewer for a recipient

Document settings (draft)

Document view

Document settings for a document in draft

Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending