Replace Signature Request Recipient of Your Document
How to replace a signer for a sent document with airSlate SignNow
If you accidentally sent a document to the wrong person, you can easily correct your mistake by replacing the recipient before they access or sign the document.
Replace a signer in the dashboard
Once your document has been sent for eSignature, you can track its status in the airSlate SignNow dashboard. The recipient’s email address appears right below the status indicator. Click on it to open the dropdown. Then, select Replace Signer.
In the pop-up, enter another recipient’s email address. You can also set signer authentication and reminders by clicking Advanced Options. When finished, hit the Replace Signer button.
The recipient of your document will now be changed. The previous signer will not be able to access the document anymore, while the new signer will receive an email notification to complete the document.
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Upgrade your eSignature workflow with the replace recipient of your document feature
With airSlate SignNow, you can easily elevate the collecting of electronic signatures by specifying a definite order for multiple recipients to sign. For example, you have an Expense Approval that should be signed by three people (Employee, Supervisor, and Accountant) one by one. Using the replace recipient of your document option and advanced eSigning tools, you can organize and customize a sequence of signatures. This lets you specify and track the order in which your recipients receive and certify your document. Thus, the Accountant receives the form only after the Supervisor certifies it.
How to use airSlate SignNow’s advanced feature - replace recipient of your document:
- Sign up for a free trial or log in to your airSlate SignNow account.
- Upload a template or a document and click on it to open it in the editor.
- Click Edit Signers at the top of the left-side toolbar.
- Type recipient data in the Signing Step 1 field (this signer(s) will sign first).
- Click the blue icon below the address line to add more recipients.
- Define who will certify the document next in the Signing Step 2 section. Repeat for all the following steps.
- Customize the signing order and change, or delete signers.
- Hit the Save Signers button when you’re done.
- Add clickable fields from the Tools menu by dragging and dropping and then assigning them to each signer accordingly.
- Apply Invite to Sign to proceed to send the form or Save and Close to save settings.
With the replace recipient of your document tool set up, you can create and adjust a recipient routing order. Specify several parties in each step with the blue icon, and you can even add multiple steps as well. Each person in a list receives an email notification once the previous users have completed their part. Send out, sign, and gather signatures your way with airSlate SignNow.
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FAQs document recipient
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Can I cancel my signing invite if I have already sent it?
Yes, you can cancel your invites anytime. Simply click Cancel Invites next to the name of the document you have sent and confirm your action. The signer will receive an instant email notification about the cancellation. -
Can I resend a signature invite?
Yes, you can. Select the document you need to resend in the airSlate SignNow dashboard and click Resend Invite in the sidebar on the right. -
Can I change a document's expiration date after sending it?
Yes, click on the signer’s email address below a sent document’s name and then select Change Expiration from the dropdown. -
Can I track the history of my documents?
You can review all your actions with documents by clicking the More button next to a document and then selecting History from the dropdown. -
How do I rename a document?
To rename a document, select it and then click Rename Document in the sidebar on the right. Or you can click the More button next to a document name and select the same option in the contextual menu. -
How do I move a document to another folder?
Select the document you want to move and click Move in the right-hand sidebar of the airSlate SignNow dashboard (or click More > Move ). In the pop-up, choose a folder for moving your document or create a new one by clicking Add folder. Then, click the Move button. -
How do I download a signed document from airSlate SignNow?
Select the document you need to download in the dashboard and click Download in the tool panel on the right (or click More > Download ). -
How do I create a copy of a document from a template?
Go to the Templates folder and click on the template you want to use. In the toolbar that appears on the right, select Create Copy. Then, enter a name for the document copy in a new dialog box and confirm your action. A new copy will appear in the Documents folder.
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Frequently asked questions
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