How to remove a recipient from a document in BoldSign?

If a recipient no longer needs to sign a document, you can remove them using the Edit document feature. When a recipient is removed, all fields assigned to them are automatically deleted. If the removed recipient attempts to access the document, they will see an Access Denied message.

Steps to remove a recipient

Step 1: Go to My Documents

• From the Documents menu, select My Documents.

Step 2: Locate the Document

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

Step 3: Confirm edit action

• In the confirmation dialog, click Yes to proceed.

Step 4: Remove the Recipient

• On the Prepare Document page, locate the recipient you want to remove.
• Remove the recipient from the list or delete their details.

Step 5: Review Assigned Fields

• Click Next to open the Configure Fields page.
• Verify that any fields previously assigned to the removed recipient are reassigned if necessary.

Step 6: Save and send Updates

• Click Send to apply your changes.

• A confirmation message will appear indicating that the document has been successfully edited and sent.