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Replace the current recipient

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    1. First steps for new accounts
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    1. Configuration Overview
    2. System requirements
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      2. Signature order options
      3. Self Signing workflows
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    1. Admin guide overview
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
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        1. Overview
        2. Differences in UMG enabled accounts
      1. Create a group
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      1. Edit shared templates
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      1. Home page
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      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
      1. Compose an agreement to send for signature
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Fill and Sign a document
      8. Self Signing
      9. Signing a document from an email link
      10. Sign a document from the Manage page
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
      1. Create a report with classic reporting
        1. Overview
        2. User permissions for report charts and exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
      1. API Swagger documentation
      2. Webhooks
      1. First steps for new accounts
      2. Claiming an email domains
      3. Connecting Okta to a federated identity solution
        1. Creating individual users manually
        2. Creating multiple users via CSV import
        3. Add or Remove a group from a user profile
        4. Elevating a user to Account/Privacy administrator status
        5. Changing your Okta password
      1. Configuration Overview
      2. System requirements
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
        1. Allowed Signature types
        2. Signature order options
        3. Self Signing workflows
        1. GDPR
        2. HIPAA
      1. Admin guide overview
        1. Manage users in the Gov CloudCreating users
        2. Add users to a group
        3. Remove a user from group membership
        4. Update users in bulk
          1. Overview
          2. Differences in UMG enabled accounts
        1. Create a group
        2. Delete a group
        3. Modify a group name
        4. Modify group-level settings
        1. Edit shared templates
        2. Transfer template ownership
        1. Create a custom workflow
        1. Delete a user
        2. Delete agreements
    4. User environment and processes
      1. Support resources
      2. Transaction limits
        1. Home page
        2. Send page
        3. Manage page
        4. Reports page
        1. "My Profile" overview
        2. Change your email address
        3. Define your signature
        4. Configure your event and alert notifications
        5. Define your language preferences
        6. Define your personal email footer
        7. Review account sharing
        8. Configure auto delegation
        1. Compose an agreement to send for signature
          1. Sequential or parallel signing
          2. Hybrid signing (Both sequential and parallel)
          3. Recipient groups
        3. Written signatures
        4. Send an agreement to yourself only
        5. Send in Bulk
        6. Sending from a template on the Manage page
        7. Fill and Sign a document
        8. Self Signing
        9. Signing a document from an email link
        10. Sign a document from the Manage page
        1. Overview
        2. Create a new sending workflow
        3. Edit a sending workflow
        4. Activate/Deactivate a workflow
        5. Send agreements using a workflow
      7. Manage agreements
        1. Search for agreements
        2. View Agreements
        3. Activity history and Audit Report
        4. Add a note to an agreement
        5. Set a reminder
        6. Cancel a reminder
        7. Add an expiration date
        8. Modify/Delete an expiration date
        9. Modify the files of a sent agreement
        10. Replace the current recipient
        11. Upload a signed agreement
        12. Share an individual agreement
        13. Download an agreement
        14. Download the individual files of an agreement
        15. Download the audit report
        16. Download the signer identity report
        17. Download the field data from an agreement
        18. Cancel an agreement
        19. Hide an agreement from view
        1. Create a report with classic reporting
          1. Overview
          2. User permissions for report charts and exports
          1. Create a data export
          2. Open and edit a data export
          3. Refresh the data in an existing export
          4. Download the CSV from a data export
          1. Create a report chart
          2. Open and edit a report chart
          3. Rename a data export/report chart
          4. Duplicate a data export/report chart
          5. Delete a data export/report chart
        1. API Swagger documentation
        2. Webhooks

    The Replace Recipient feature is designed to help senders redirect an agreement when the current recipient either is unavailable or when the wrong email value was used.

    How to replace the current recipient

    Replacing the current recipient starts on the Manage page, and can only be done by the original sender of the agreement.

    1. From the Manage tab, single click the agreement you want to edit

      • The agreement record highlights blue when selected

    2. Mouse over the current recipient (in the right rail)

      • An information bubble pops out to the left

    3. Depending on the enabled settings, one or more settings are exposed in the bubble:

      • Replace recipient - This option replaces the current recipient, denying them further access to the agreement
      • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient  in place and capable of completing the agreement
      Replace recipient UI

    4. The info bubble changes and asks for the email address of the new recipient.

      • Enter the new email address and an optional message for the new recipient.
      • Select Replace.
      new email and message

      You are returned to the Home page and a success banner displays at the top of the page

    Activity list and audit report

     

    The Activity list shows the delegation from one recipient to the other.

    Activity list

     

     

    The Audit Report also properly reflects the replacement of the recipient

    How to configure the setting

    The default settings for the Replace Recipient feature is to fully replace the current recipient with the new recipient.

    Users with an individual service plan may not change this default setting.

    For multi-licensed accounts, there is an option to change the default behavior at the account or group level, and optionally grant the sender of an agreement the ability to choose which option best suits their current situation.

    REeplace recipient admin UI

    Administrators have two questions to answer:

    What should the account/group default behavior be?

    • Only the new recipient will be able to participate – This is the original default action
      • This option inserts the Replace Recipient option into the users Manage page options
      • If the primary concern is that the wrong recipient was sent the agreement, this is the better option
    • The original recipient and the new recipient will both be able to participate – This is the Include action
      • This option inserts the Add Alternate Recipient option into the users Manage page options
      • If the primary concern is that the signature process is being held up by recipients that are out of office, or difficult to contact, this is the better option

    Should the agreement sender be allowed to change the default setting?

    • By checking the Users in my account can select whether the original recipient can or cannot participate after being replaced checkbox, you include both the Replace Recipient and Add Alternate Recipient options to the user Manage page options

    Things to keep in mind

    You can only replace the current recipient.

    Recipients assigned a Delegator role cannot be replaced

    Agreements sent via Send in Bulk cannot use the Replace Recipient feature.

    You can replace the same recipient index multiple times

    • When using the include option, you grow the number of potential recipients
    • If at any time you use the replace action, the whole list of current recipients is replaced by the one newly nominated address

    Recipients in a Recipient Group can be replaced individually, and new recipients can be added

    • There is no option to simply remove one recipient without replacing them

    Recipients in a parallel participation order can be replaced individually.

    Recipients defined within a Hybrid routing order can be replaced individually.

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