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How to allow signers to reassign the signing authority?

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The sender and the sender’s admin can enable signers to reassign the signing authority to another user during the document creation process. This feature is particularly useful in cases where the initial recipient is unable to sign the document or when a different individual needs to sign it due to changes in circumstances or authority. By reassigning the signature request, the newly designated person becomes responsible for signing the document instead of the original recipient.

Follow the below steps to allow the signer to reassign the signing authority:

  • Click the Create New Button on the Dashboard page and select the Create New Document Option.
  • Add the files you want to include by clicking the Browse button. Alternatively, you can choose files from your cloud storage or templates list.
  • Enter the recipient’s details and ensure all other required information is filled in.

prepare document page

  • Next, scroll down to the Document settings section, where the Allow signers to reassign option is enabled by default.

allow reassign option

  • If you prefer to restrict the signer to reassign the document for signing, disable this option. Consequently, the signer will only be allowed to sign the document personally and will not have the option to transfer the signing authority to another individual.
  • Keep the option toggled on to allow the signer to reassign the signing task to another person. By doing so, the signer can transfer the signing authority to someone else as needed.
  • Then, complete the remaining section and send the document out for signature.
    To know how to reassign the signing responsibility, refer to this article: Delegate the signing responsibility.
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