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?
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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.
Cheers!
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Hi all,
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!
Thanks!
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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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Hello Gregor,
Thanks for reaching out in the Forums!
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.
You may submit another vote for that request and subscribe to receive updates regarding the status by clicking on the hyperlinked text above. We appreciate your feedback so that we can continue to improve the product to better serve you.
Thank you for choosing PandaDoc!
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