Change a recipient/ placeholder
Last updated
Last updated
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SigningHub allows you to change the workflow recipients even after sharing the document, provided it is allowed in your role. You can change all those recipients who have not collaborated (signed/ reviewed/ updated/ hosted the in-person signatures) in the workflow yet. Similarly, you can also update the placeholder fields with the actual recipients. When a configured recipient is changed/ replaced with another recipient, all the special privileges configured for the previous recipient will be transferred to the new recipient, along with the predefined workflow role (i.e. signer, reviewer, editor, or meeting host).
Click the "Documents" option, in the navigation panel.
Open an 'In-progress' document, whose recipient you want to change.
Click the 'Details' button in the 'Recipients' tab in the information panel.
The recipients will be shown in an editable mode in the information panel.
Specify the Name, National ID or Mobile Number of the other recipient that is added to your SigningHub contacts list as required, and the email will automatically be updated in the below field.
The shared document will be recalled from the previous recipient's account, and s/he will be notified through an email/SMS by SigningHub.
The newly configured recipient will also be notified through an email/SMS upon their turn in the workflow.
When updating a recipient, the delivery method (Email, SMS, Email & SMS) shall remain the same as was for the original recipient.
Click the "Documents" option, in the navigation panel.
Open an 'In-progress' document, whose recipient you want to change.
Click the 'Details' button in the 'Recipients' tab in the information panel.
The recipients will be shown in an editable mode in the information panel.
Specify the Name, National ID or Mobile Number of the placeholder that is added to your SigningHub contacts list as required, and the email will automatically be updated in the below field.
The newly configured recipient will be notified through an email upon their turn in the workflow.
A signer can be replaced with another signer, as far as s/he has not signed the document.
A reviewer can be replaced with another reviewer, as far as s/he has not reviewed the document.
An editor can be replaced with another editor, as far as s/he has not updated the document.
A meeting host can be replaced with another meeting host, as far as s/he has not updated the document.
When you replace a configured recipient with another, you cannot change the pre-configured special privileges (i.e. printing, downloading, adding text, accessing securities like password, OTP, time duration, etc.) of the previous recipient that was initially set by the document owner. These settings will be transferred to the new recipient as it is.
A document recipient who is a part of any enterprise, and looking to replace (i.e. Delegate other users) or change other configured recipients/ placeholders with a guest user, must disable the "Restrict Delegated Signing to only registered users" option in their assigned role
