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Sent a document for signature to an incorrect email? Here’s how you can make the correction.

Adobe Employee ,
Jul 23, 2020

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The Replace Recipient feature is designed to help senders redirect an agreement when the current recipient either is unavailable or when the wrong email value was used. 

 

How to replace the current recipient 

Replacing the current recipient starts on the Managepage and can only be done by the original sender of the agreement. 

  1. From the Manage tab, single click the agreement you want to edit
    • The agreement record highlights blue when selected

 

  1. Mouse over the current recipient (in the right rail)
    • An information bubble pops out to the left

 

  1. Depending on the enabled settings, one or more settings are exposed in the bubble:
    • Replace recipient - This option replaces the current recipient, denying them further access to the agreement
    • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient in place and capable of completing the agreement

 

 

 

pic1.png

 

 

4- The info bubble changes and asks for the email address of the new recipient.

  • Enter the new email address and click Replace

 

 

pic2.png

 

 

5- You are returned to the Home page and a success banner displays at the top of the page.

 

pic4.png

 

Activity list and audit report

The Activity list shows the delegation from one recipient to the other-

 

pic5.png

 

The Audit Report also properly reflects the replacement of the recipient

 

pic6.png

 

Important things to keep in mind:-

 

You can only replace the current recipient.

Agreements sent via Mega Sign cannot use the Replace Recipient feature.

You can replace the same recipient index multiple times

  • When using the include option, you grow the number of potential recipients
  • If at any time you use the replace action, the whole list of current recipients is replaced by the one newly nominated address

Recipients in a Recipient Group can be replaced individually, and new recipients can be added

  • There is no option to simply remove one recipient without replacing them

Recipients in a parallel participation order can be replaced individually.

Recipients defined within a Hybrid routing order can be replaced individually.

 

Note: How to replace signer in Adobe Sign DC web UI. Please refer here-https://helpx.adobe.com/document-cloud/kb/replace-signer-in-adobe-sign-dc-web-ui.html

 

Hope this has helped you changing the recipient. Looking for more options please join the conversation here. We are listening!

To discover a host of other great features – Go straight to: Adobe Sign Get Started guideManage, track, and change agreements | Looking for an option to delete document from Adobe Sign? We can help you!

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Adobe Sign forms, How to sign

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Sent a document for signature to an incorrect email? Here’s how you can make the correction.

Adobe Employee ,
Jul 23, 2020

Copy link to clipboard

Copied

The Replace Recipient feature is designed to help senders redirect an agreement when the current recipient either is unavailable or when the wrong email value was used. 

 

How to replace the current recipient 

Replacing the current recipient starts on the Managepage and can only be done by the original sender of the agreement. 

  1. From the Manage tab, single click the agreement you want to edit
    • The agreement record highlights blue when selected

 

  1. Mouse over the current recipient (in the right rail)
    • An information bubble pops out to the left

 

  1. Depending on the enabled settings, one or more settings are exposed in the bubble:
    • Replace recipient - This option replaces the current recipient, denying them further access to the agreement
    • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient in place and capable of completing the agreement

 

 

 

pic1.png

 

 

4- The info bubble changes and asks for the email address of the new recipient.

  • Enter the new email address and click Replace

 

 

pic2.png

 

 

5- You are returned to the Home page and a success banner displays at the top of the page.

 

pic4.png

 

Activity list and audit report

The Activity list shows the delegation from one recipient to the other-

 

pic5.png

 

The Audit Report also properly reflects the replacement of the recipient

 

pic6.png

 

Important things to keep in mind:-

 

You can only replace the current recipient.

Agreements sent via Mega Sign cannot use the Replace Recipient feature.

You can replace the same recipient index multiple times

  • When using the include option, you grow the number of potential recipients
  • If at any time you use the replace action, the whole list of current recipients is replaced by the one newly nominated address

Recipients in a Recipient Group can be replaced individually, and new recipients can be added

  • There is no option to simply remove one recipient without replacing them

Recipients in a parallel participation order can be replaced individually.

Recipients defined within a Hybrid routing order can be replaced individually.

 

Note: How to replace signer in Adobe Sign DC web UI. Please refer here-https://helpx.adobe.com/document-cloud/kb/replace-signer-in-adobe-sign-dc-web-ui.html

 

Hope this has helped you changing the recipient. Looking for more options please join the conversation here. We are listening!

To discover a host of other great features – Go straight to: Adobe Sign Get Started guideManage, track, and change agreements | Looking for an option to delete document from Adobe Sign? We can help you!

Topics

Adobe Sign forms, How to sign

Views

198

Likes

Translate

Translate

Report

Report