How to remove a recipient from a document in BoldSign?

Sometimes, a person no longer needs to sign a document you’ve sent through BoldSign. If that happens, you can easily remove them using the Edit Document feature. Once removed, any fields assigned to them will also be deleted automatically. If they try to open the document after being removed, they will see an “Access Denied” message.

Here’s a simple step-by-step guide to remove a recipient in BoldSign

Step 1: Go to Your Documents

• Click on the Documents menu.
• Select My Documents from the list.

Step 2: Find the Document

• On the My Documents page, look for the document that is still in progress.
• Click the three dots (context menu) next to it.
• Choose Edit Document.

Step 3: Start Editing

• A message will pop up asking if you want to edit.
• Click Yes to continue.

Step 4: Remove the Recipient

• You will go to the Prepare Document page.
• Find the recipient you want to remove.
• Either delete their information or update the recipient list.

Step 5: Update Fields

• Click Next to go to the Configure Fields page.
• Make sure any fields that were assigned to the removed person are now assigned to someone else (if needed).

Step 6: Finalize and Send

• Click the Send button.
• A confirmation box will appear showing the updated details.

• Click Send again to save the changes.

That’s it! The person you removed will no longer have access to the document, and the other recipients will be notified. This process helps keep your document signing workflow clean and up-to-date.