Manage recipients of your enterprise documents

When an In-Progress workflow has reached a stalemate in your enterprise because the next configured recipient is unresponsive, SigningHub gives you authority to either:

• Change that recipient and/ or

• Send them a reminder

Because of the super admin control, it does not matter whether the "Allow changing of recipients" permissions on the document are allowed or not. In case you select the "Manage Recipient" option, all the special privileges configured for the previous recipient (by their document owner) will be transferred to the new recipient, along with the predefined workflow role (i.e. signer, reviewer, editor, or meeting host).

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Change recipient of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Manage recipients" in right panel.

   
4. A dialog will appear, showing the list of configured recipients in an editable mode. Click edit icon.

   
5. A new dialogue will appear. Specify the name(s) or National ID(s) of other recipient(s) that are added in your SigningHub contacts list as required, and the email/mobile number will automatically be updated in the adjacent fields.

   
6. Click "Save changes" button.

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Send a reminder to the next recipient in a workflow

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Manage recipients" in right panel.

4. A dialog will appear, showing the list of configured recipients in an editable mode. Click reminder icon being displayed adjacent to the next configured (first) recipient.

   
5. A confirmation dialogue will be displayed, click yes.

   

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1. You can only change the recipients but not their roles in the workflow. This implies that a signer can be changed with another signer, a reviewer can be changed with another reviewer, and so on.

2. The pre-configured special privileges (i.e. printing, downloading, adding text, accessing securities like password, OTP, time duration, etc.) as set by the document owner cannot be changed. These settings will be transferred to the new recipient as it is.

3. In order to change a recipient of your enterprise document or to send a reminder, ​you must have the "Edit" rights on the "Enterprise Documents" settings, see details.