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How to notify CC recipients when a document is reassigned by a signer

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In BoldSign, CC recipients are kept informed throughout the document signing process, including when a document is reassigned to a different signer. This article outlines what information is included in reassignment notifications, how CC recipients are updated, and what access they have after reassignment.

The notification includes details such as

The email provides :

  • The title of the document and the reason for reassignment.
  • Details of the person who initiated the reassignment.
  • The new recipient who is now responsible for signing the document.
  • A clear explanation of why the reassignment occurred

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After document reassignment

  • CC recipients will continue receiving notifications about the document’s progress.
  • As soon as the newly assigned recipient takes action (such as signing or approving), CC recipients will be updated on the status.
  • Although CC recipients can view and download the document, they do not have the ability to sign it.
  • The document will remain available to CC recipients on their “My Documents” page.

In summary, CC recipients are typically notified by email when a document is reassigned, and they may also receive updates in-app or through a link to view the document’s status. However, they will not be asked to take any further action on the document itself.

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