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Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)
Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)

Adding recipients, Signature Transfers, Role Switching, and Reminder Sending (eSign plan)

Updated over 7 months ago

How to add recipients

  1. Click on Add recipient above the recipient list

  2. Enter the information and select role (Signer, viewer)

  3. Select Add if you want to send the new recipient an email with the document link right away or share document link if you want to share it with the recipient later

How to transfer signature rights

  1. Click on the three dots next to the recipient you want to transfer signature rights from

  2. Select Transfer recipient role

  3. Enter the information for the new recipient

  4. Select Transfer recipient role

  5. Done!

How to change the role for a recipient (Signer to viewer)

  1. Click on the three dots next to recipient you want to change role from Signer to viewer

  2. Select Remove recipient role

  3. Confirm by clicking Remove recipient role

  4. Done!

How to send a reminder to a recipient

  1. Select Send reminder above the recipient list

  2. Choose if you want to send an email reminder or a video reminder

  3. Select to whom you want to send the reminder to:

    • Not opened the document

    • Not reviewed, approved or signed the document

    • Manually select the recipient(s) you want to send the reminder to

Related Articles
Change role: Signer to Viewer for a recipient
Creating a document: How to add recipients, set up roles and authorization method
How to transfer signature rights from one signer to another recipient on a sent document
Adding recipients (E-sign plan)
Adding recipients and template role for the E-sign plan
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