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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 Review and Sign.

Review And Sign Email

  • After opening the document for signing, click the More Actions button in the top-right corner.

More Action Button

  • Click the dropdown option to reveal options like Download document, Reassign, Decline, Save, See shortcuts, and More Info.

Reassign Option Menu Item

  • Select the Reassign option. A dialog box opens up

Reassign Dialog

  • Enter the Name and Email address of the person to whom the document is to be reassigned .
  • The signer should add a reason for reassigning the document in given text box.
  • After entering all the requested details, click Re-assign button.
  • 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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