How Are Recipients Notified When a Document Is Reassigned?

When a document is reassigned for signature in BoldSign, the new recipient receives an email notification with clear instructions on completing the process. The email includes essential details such as the document’s name, the assigner’s and assignee’s information, the reason for the reassignment, and a link to view and sign the document. Additionally, any CC’d individuals or other recipients are notified of the reassignment and receive updates on the document’s progress.

The email notification commonly includes the following:

• Document Information: The recipient is informed of the document’s title and the reason for its reassignment.
• Assigner Details: The email identifies the person who reassigned the document.
• Assignee Details: The email specifies the individual to whom the document has been transferred for signing.
• Call to Action: The recipient receives a link to open, review, and take the required action (sign, approve, etc.) on the document.
• Reason for Reassignment: This provides an explanation for why the document was reassigned to a different signer.

How senders receive the email

• The sender is notified that the document has been reassigned to another recipient and informed of the reason for the reassignment.

How Assigners receive the email

• The assigner is informed that the document has been successfully reassigned to another recipient, along with the reason for the reassignment.

How Assignees receive the email

• The assignee is notified that the document has been reassigned to them and is provided with a link to access and sign it.

• Once the newly assigned recipient takes action, such as signing or approving, the sender and any CC’d recipients receive updates on the document’s status, ensuring everyone remains informed throughout the process.