[Classic Editor] Change Recipients on Draft and Sent documents
Note:
PandaDoc's Classic editor is being retired and will be unavailable starting December 1st, 2021. If you are currently using this as your main editor, our team is working to migrate you over to our enhanced Editor 2.0. Please visit our FAQ or contact upgrade@pandadoc.com to get upgraded.Find a typo in a recipient’s name or email address? Signer out on vacation (or no longer with the company) and someone else needs to sign the document? Now you can edit contact information or reassign fields on a document right away.
To change fields assignment on a sent document, go to Recipients, click the recipient’s name > pen icon.
Note:
Changes made to recipient information or field assignments do not impact the content of the document. If you have contact (Role) tokens in your document, you’ll want to update them manually.Please be aware that if you reassign fields from a recipient that has a payment block assigned to them, both the new assignee and old assignee will be able to make a payment.
Reassign/unassign fields on a draft document
Note:
you can add 10 recipients max if you are on a trialing account, and 50 recipients if your account is active.On a draft document, you will have three options:
- change recipient’s name and/or email address
- reassign fields to another person (you can choose from your contact list or add a new contact by clicking “Add new contact”)
- unassign all fields
Note:
If you change a recipient’s name and/or email address in a document, that recipient’s information will also be updated in their PandaDoc Contact card and reflected in any documents sent to that contact in the future. Existing documents will not be updated.Reassign fields on a sent/viewed document
Note:
you cannot reassign fields or change a recipient email address if a document has been completed by any of its recipients.On a sent/viewed document, you will have two options:
- change recipient’s email address
- reassign fields to another person (choose from your contact list)
After you’ve made a change, send the document to the new assignee/new email address by clicking the blue “Resend” button in the top right. The document will be resent to the new signer/assignee only.
We recommend posting a public comment to notify other recipients of the update if appropriate.
Reassigning fields on a Sent document with Signing Order enabled
Keep in mind that, on a document with Signing order enabled, reassigning fields from one recipient to another won’t swap the recipients, but will change the order. Please take a look at the screenshot below:
Important: when you reassign fields adding a new recipient to the list, they will be added at the end of the signing order.
