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Reassign Signers for eSignature Integrations

Ariana Kemp
  • Updated

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.

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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.Assign.jpeg
  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.DocuSign.jpeg

 

 

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.ReassignDocument.jpeg
  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 AdobeSign

AdobeSign differs from other signature integrations in that the signature reassignment feature comes by default for all signature requests and does not need to be enabled by Ironclad.
If signer reassignment is unavailable for your custom built workflows, please reach out to Ironclad Success (success@ironcladapp.com).

  1. If you want to reassign your signature role when you receive a signature request email, click click here to delegate.AdobeSign.jpeg
  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.
  4. 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.
  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.

 

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