How to change the signer in the sent document?
I've chosen to edit the sent document, added a new recipient, and I need to make him a signer. How should I do that?
After you have added the new recipient, you would need to find the fields assigned to the previous person and re-assign them to the new recipient.
More information on Adding and Managing recipients can be found here. Also, setting up the document for document and signature forwarding may help in these situations.
Unfortunately, at this time it is not possible to update a signer on a sent document without editing and resending. One possible solution would be to make sure Signature Forwarding is turned on so the initial recipient can forward it to the correct person.
Additionally, we do have a user-voice feature request for this, so please click here and add your vote as every vote helps!
Hi Rocky, is the feature now available? I sent a contract to a customer and assigned me instead of another person as the signer of the contract, who normally signes all the contracts. We did this because we tried to avoid that our colleague will receive push up mails about new remarks, suggestion to changes etc. during the negtioation process from the customer.
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I apologize for the trouble here. This is the request you are looking for. At this time, I don't have any updates to provide regarding the status.
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You are able to update the signer. Click edit for the entire doc, hover over the signature field and adjust the signer, as well as the date field. Once you change the signer, you might need to close out of Pandadoc and it'll automatically save for when you log in again. I recommend this as I just did this...it wouldn't let me save after editing, but it worked when I closed out and logged back in.
Yes, this is the correct process to change the signer. You would have to edit the document and then update the fields. The fields should save automatically so you can send out the document. If you are having any issues, you may need to try a few troubleshooting steps.
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