Feature Description

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.

The feature is available to all levels of service, with some configuration options for multi-license accounts.

How it’s used

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 “Out for Signature” agreement you want to edit

  • The agreement record highlights blue when selected

2. Click the History tab in the lower-right of the window

  • The right-hand panel refreshes to show the list of events for the agreement selected

3. Find the current recipient for the agreement.  Just under the email address you can find the Replace Signer link. Click the Replace Signer link

1. Manage page - History tab - marked

The Replace Current Signer page loads. On the right-hand side is a description of the defined default setting (either to wholly replace current the recipient, or include the new recipient as a viable alternate).

2. Replace Signer page - Sender Options

If enabled by the Adobe Sign admin, there is an option for the sender to change the action from the default (highlighted above). If this option is not visible, only the defined default action can be taken.

4. Enter the email address of the new recipient you want to assign to the agreement

5. Enter a message for the new recipient

  • The message field is required

6. Click the Replace Signer button

7. You are returned to the Dashboard page and a success banner displays at the top of the page

3. Success Banner

 

The History tab shows the delegation from one recipient to the other.

4. Replace Recipient - History tab post-replace

 

 

The Audit Report also properly reflects the replacement of the recipient

5. Replace Signer - Audit Report

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.

Navigate to Account > Account Settings > Global Settings > Replace Recipient

6. Nav to setting

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 default Replace action
    • 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
    • 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 expose a checkbox on the Replace Current Signer page that allows the sender to opt for one action or the other.
    • The account/group level value is reflected in the checkbox status when the page is loaded. 

Things to keep in mind

You can only replace the current recipient.

You cannot replace a recipient with someone that is already part of the agreement.

You cannot change a replaced recipient back to the original value.

Agreements sent via Mega Sign cannot use the Replace Recipient feature.

You can replace the same recipient index (eg: Signer #2) multiple times with different values

  • 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 cannot be replaced individually.

  • If you use the replace action, the whole group is replaced with the one newly nominated email address.
  • If you use the include action, the recipient group grows by the one new recipient

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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