BoldSign Mobile Icon

How to forward or reassign a received document to another user?

Thu, 15 Apr, 2021

Once the document is received, you can reassign it to another user before signing. All the participants will be notified when the document is reassigned.

Follow the steps below to reassign the document:

  • Go to My Documents and select the document you want to reassign.
  • You will be taken to the overview page.
  • Click the More Actions button at the top-right corner and select the Reassign option.
  • A dialog box will appear. Enter the Name and Email address of the signer to whom the document is to be reassigned.
  • Also, add a reason for reassigning the document in the reason field.
  • After entering all the requested details, click send button.
  • Now, the document will be reassigned to the specified signer.

Reassign a document

You can also use the following method to reassign the document.

  • Open the document received through email and click the Review and Sign button.

Email notification

  • You will be taken directly to the document.
  • Click the More actions dropdown button at the top right corner of the page and select the Reassign option.

Reassign option

  • A dialog box with name, email address, and reason fields will appear.
  • Fill in all the fields and click the Re-assign button to reassign the document.

Reassign document dialog box

Copied to clipboard