Reassign Signers for eSignature Integrations

This topic will walk you through how to reassign signers for eSignature integrations.

You can activate signer reassignment within your workflow to allow a signer to reassign their signature request on the Sign tab in Workflow Designer, instead of needing to return to the Review tab. While you can edit signers within a workflow, you cannot reassign signers within your workflow. Instead, you must do this through your eSignature provider.

Reassign a Signer in DocuSign

1. In DocuSign, click Other Actions > Assign to Someone Else. The Assign to Someone Else dialog displays asking you for additional information on the new signer.
2. Click Assign to Someone Else. The initial signer receives an email stating that they still have access to the document, but they cannot sign it. The new signer receives an email informing them of their new role as a signer.
3. In Ironclad, navigate to your workflow. In the Signers section, there is a new row with the information of the the new signer. The previous signer also has a status of Reassigned. There is also a new event in the Activity Feed documenting the signer’s reassignment.
4. When the new signer signs the document, Ironclad automatically updates the workflow information to reflect the new signer’s name and email address. The initial counterparty signer also receives a copy of the signed document.

Reassign a Signer in Dropbox Sign

If HelloSign is your eSignature provider, you must have an API level of Gold or higher in order to access the reassignment feature.

1. If you want to reassign your signature role from the menu, click the three stacked dots in the top left corner > Reassign.
2. If you want to reassign your signature role when you receive a signature request email, click reassign to someone else. 
3. If you want to reassign your signature role when you’re in the document, locate the banner at the top and click Assign to Someone Else.
4. The Reassign this Document dialog displays asking you for additional information on the new signer. Fill out the information, and then click Reassign. The initial signer receives an email stating that they are no longer the signer and do not have access to the document. The new signer receives an email informing them of their new role as a signer.
5. In Ironclad, navigate to your workflow. In the Signers section, there is a new row with the information of the the new signer. The previous signer has a status of Reassigned. There is also a new event in the Activity Feed documenting the signer’s reassignment.
6. When the new signer signs the document, Ironclad automatically updates the workflow information to reflect the new signer’s name and email address. The initial counterparty signer also receives a copy of the signed document.

Reassign a Signer in Adobe Sign

You can reassign or edit a signer in Ironclad for contracts being sent through Adobe Sign. This is sometimes called delegation or replacing in Adobe Sign.

First, you must confirm you have the correct settings enabled in Adobe Sign. Navigate to Account > Account Settings > Global Settings, and verify that the Replace recipient setting is marked to be Only the new recipient will be able to participate. If that is checked, then when a signature coordinator during the Sign Step or a signer in the signature packet wants to reassign the signer, they can do so.

Delegate in Adobe Sign Signature Packet

1. If you want to reassign your signature role when you receive a signature request email, click click here to delegate.
2. If you want to reassign your signature role when you’re in the document, click Alternative Actions > Someone else should sign.
3. The dialog displays asking you for additional information on the new signer. Fill out the information, and then click Reassign. The initial signer receives an email stating that they still have access to the document and can even sign it. The new signer receives an email informing them of their new role as a signer.
   
   NOTE
   This does not include the original private message. The reassigned signer can receive their own signing/private message instructions upon reassigning/delegating.
4. In Ironclad, navigate to your workflow. In the Signers section, there is a new row with the information of the new signer. The previous signer has a status of Delegated. There is also a new event in the Activity Feed documenting the signer’s delegation.
5. When the new signer signs the document, Ironclad automatically updates the workflow information to reflect the new signer’s name and email address. All participants in AdobeSign’s signer group receive an email when someone signs the document.
   
   NOTE
   Adobe Sign may send duplicate completed emails to signers upon signature packet execution.