How to change the signer in the sent document?

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14 comments

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    Rocky

    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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    Irina Antonova

    Thank you Rocky, it's clear now.

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    Riley Rohan

    How do I edit the last signee without making the other recipients sign the document again?

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    Carol Barrett

    I have the same question as Riley does above.  I find that having to edit and resend the document to all recipients is ridiculous. 

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    Vicki Curler

    I have the same question...  edit the last signee without make the other recipients sign again?

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    Rocky

    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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    Gregor Robak

    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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    Christopher Ragland

    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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    Jenn Mayenschein

    @All,

    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.

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    Christopher Ragland

    Hi Brittany, 

    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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    Christina Rice

    @Brittany or @Christopher,

    Does this mean it will then require the party who has already signed the document, to then re-sign it due to the other signer being edited (editing the document)?  

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    Christopher Ragland

    Hey Christina, 

    Thanks for your comment here. 

    We are actually gradually rolling out a change regarding this! Please reference our Help Center article to review more details about this in the 'Edit recipient' and 'Change signer' sections. 

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    Christina Rice

    Hi Christopher,

    It turns out I entered the other signer's email address incorrectly.  I found a work around (before seeing your message); Actions -> Share via Link.  I then copied the url for the incorrect email and DMd it to the signer.  He was able to sign the document that way.

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    Christopher Ragland

    Hi Christina,

    Thanks for letting me know. Have a great rest of the week!

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