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How to transfer signature rights from one signer to another recipient on a sent document

How to transfer signature rights from one signer to another recipient on a sent document

Step by step guide on how to transfer signature rights to someone else.

Updated over 3 months ago

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

Transfer Signing Rights now includes Signing & Verification methods.

Below you can read what options you have when selecting to transfer signature rights

Transfer to a viewer

You can select to transfer the signature rights to a recipient that already exist on the document that has the role viewer.

Select Transfer to a viewer and then in the drop down list you can select which recipient with the role viewer you wish to transfer the signature rights to.

Select which authorization method you wish to apply and then select Transfer role

Transfer to someone from your contact list

You can also select to transfer the signature rights to someone from your contact list in your GetAccept account.

Select Transfer to someone in your contact list and then in the dropdown menu select which recipient to transfer to.

Select which authorization method you wish to apply and then select Transfer role

Transfer to a new recipient

Or you can select to transfer to a new recipient.

Select To a new recipient and fill in all the information
Select which authorization method this recipient should have
Then select Transfer role

Good to know

Add SMS verification and/or signing

If you select to add SMS verification and/or signing we will prompt you to add a valid mobile number before you can proceed with the transfer signature rights function

If there already is a selected authorization method

If there is already a added verification method you have the option to remove it and select another or add more authorization methods on top of the already selected one.

Remove recipients

It is not possible to delete a recipient from a sent document.
The only option available is to recall their signing rights. This is only possible to do if no one has started to sign the document.
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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