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AnandSri
Community Manager
AnandSriCommunity Manager
Community Manager
October 4, 2019
固定質問

Want to change the signer of an agreement? We’re here to help!

  • October 4, 2019
  • 返信数 5.
  • 24049 ビュー

Sent a wrong file or to the wrong person for signing? Don’t worry. Learn how to change who signs, reset the expiration date, cancel an agreement, and set reminders.  

 

Accidentally sent an agreement to an incorrect e-mail address or want to change/replace the email of the current signer. Use this easy process to make changes.  

  • Log in to your Adobe Sign account directly via https://secure.echosign.com/public/login
  • Click on the Manage tab.
  • Select the agreement and then mouse over the current recipient.
  • An information balloon expands to the left.
  • Click the Replace Participant link.
  • Provide the email for the new recipient and click Replace.

If you prefer a more verbose explanation of the process, you can find the full Step-by-Step here!

Review the same instructions for the classic Adobe Sign UI here

 

 

Note: This action only replaces the current signer of the agreement. If you need to change a signer that is later in the process, wait until it is their turn to sign.

If you are one of those who don’t like to click too much, then try our video tutorial and see if that help.

 

 

Tell us if these helped you use Acrobat better. Join the conversation here. We are listening!

To discover a host of other great features –

Go straight to: Replace the document on an agreement| Set, edit, or cancel reminders | Cancel the agreement

 

    返信数 5

    L
    Lauren@alossrightnow
    Participant
    April 16, 2020

    In my case the "bad address" email is not showing up in my manage area. I did get ADOBE notice in my email that the recipeint did not go through (spelled debora with an "h"; should have been without)

    L
    lanis36876859
    Participating Frequently
    October 9, 2019

    Note: This action only replaces the current signer of the agreement. If you need to change a signer that is later in the process, wait until it is their turn to sign.

    So this means if there are 3 Signers (sign in order) and Signer #2 was wrongly placed as a Signer, Sender has to wait for Signer #1 to sign even if Sender has already realized his/her mistake prior? This would also mean that Sender has to patiently wait and monitor the progress of the document and see if Signer #1 has already signed. Poor Sender then! And what if Signer #1 has signed and Signer #2 (wrong Signer) has already received the email notification that he/she needs to sign the document before Sender was able to replace Signer #2 (due to other pressing tasks Sender has at work). Do we really want to wait for Signer #2 to say to Sender, "Hey, you wrongly sent the document to me. So and so needs to sign it instead of me". Why can't Adobe Sign make it easy for Senders/Users/Paying Customers? Please have this looked at. A lot of User-Friendly & Efficiency Tools are missing in Adobe Sign. We used a different eSignature solution for 5+ years and we never had these problems. We recently switched to Adobe Sign and we are missing a lot of features, to be honest. Don't get me wrong, there are also things we love about Adobe Sign.

      K
      KerynnFNSB
      Participant
      March 17, 2020

      Having to wait until the document is in a specific users queue before you can reassign it is one of the (many) ways AdobeSign falls short of DocuSign. I don't understand why the sender doesn't have the ability to fix this routing as soon as they know it's an issue; instead you have to monitor the document through the routing. I think you should also be able to reassign signing order after the document has been sent - we have our preferred review order, but if we find out that a user will be unavailable, it would be good to be able to move them up in the queue. Both of these functions are available in DocuSign.

        K
        KerynnFNSB
        Participant
        March 17, 2020

        Oops. Meant to reply to the main thread, not LTS722 specifically. LTS722's comment about notification to "Sender 2" reminded me of this shortcoming related to waiting until it's in a user's queue - if Sender 2 signs the document, but wasn't the right person to do it, do you have to start over? 

          L
          lanis36876859
          Participating Frequently
          October 9, 2019

          Hi Anandsri,

          I like this update on being able to change the Signer, but to be honest, this falls short.

          Please refer to my attachment.

          I have done a test for one of the many scenarios for Editing/Amending a Document which is 'In Progress'.

           

            L
            lanis36876859
            Participating Frequently
            October 8, 2019

            Another scenario is...

            Document with 8 Signers (sign in order) which is in transit and Signers #1 to #5 have already signed and you need to REMOVE Signer #6...

            Is this also possible?

              L
              lanis36876859
              Participating Frequently
              October 8, 2019

              Hi there,

              This is great... BUT!...How about a document with 8 Signers (sign in order) which is in transit? Say Signers #1 to #5 have already signed and suddenly, you need to add Signer #9... OR you need to add someone in CC once all signers have signed?

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