How to change the recipient of a document?

In BoldSign, both the sender and the sender’s admin can change the recipient of a document after it has been sent for signature. However, if the document is completed, declined, revoked, or expired, it cannot be edited. In the case of a document with two or more recipients, the Edit recipient option will be available for the other recipients even if one of the recipients has signed the document.

Follow the steps below to change the recipient of a document:

• Select My Documents from the Documents menu to go to the My Documents page.
• On the My Documents page, click to open the document that you want to change its recipient.
• You will be directed to the Overview Page where you can view the document details.
• On the Recipient Details section, click the Context menu at the right end of the recipient and select the Edit recipient option.

• A dialog box will pop up. Enter the recipient name in the Name field, email address in the Email ID field and add the reason for changing the recipient in the Reason field.
• Then click the Send button and the new recipient will be updated successfully.

• The old recipient will be notified of the changes you have made as shown below.