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

Thu, 15 Apr, 2021

  • The signer will receive an email requesting to sign.

Review and Sign Email

  • After opening the document for signing one can find the ‘more actions’ button in the top-right corner of the screen.

More Action Button

  • Click the button to reveal the reassign option. The reassign option when clicked opens a dialog box.

Reassign Option Menu Item

Reassign Dialog

  • The name and email ID of the person to whom the document is to be reassigned should be entered.
  • The signer should also give a reason for reassigning the document in given text box.
  • When reassigned, the signer is added as CC for the document and all other recipients are notified about the document reassignment.
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