Remove a recipient from an in-progress agreement

Last updated on Aug 12, 2026

Remove a recipient who is no longer needed without canceling the agreement and starting over.

You can remove an eligible recipient while an agreement is still in progress. Recipients who have already participated are unchanged, while the removed recipient and their assigned fields are removed from the agreement.

Before you begin

  • Your administrator must enable recipient removal for in-progress agreements. See Configure recipient removal from in-progress agreements.
  • You must be the original sender of the agreement. Shared users can't remove recipients.
  • You can remove only recipients who haven't participated in the agreement.
  • Recipient removal is available only for supported Request Signature agreements.

Remove a recipient

Open the Manage page.

Select the agreement you want to update.

Select Modify Agreement.

The agreement displays Under revision while you make changes. Recipients can't take action until you complete the revision.

In the Compose environment, select the delete icon for the recipient you want to remove.

Recipients who have already participated remain locked and can't be removed.

An agreement in the In Revision state highlighting the Delete icon that deletes a recipient record.

Continue to field authoring and review the form fields.

Fields assigned to the removed recipient are removed from the agreement.

Complete the revision.

The agreement returns to In Progress, and eligible recipients can continue participating.

What happens when you remove a recipient

Removing a recipient updates the agreement without discarding participation that has already occurred.

  • The removed recipient loses access to the agreement.
  • Fields assigned to the removed recipient are removed.
  • The removed recipient stops receiving reminders and other agreement notifications.
  • A recipient who previously received a request to participate is notified that their access has ended.
  • Recipients who already completed their action remain part of the agreement history.
  • The removal is recorded in the Activity list and Audit Report.
  • If you remove the last recipient whose action is still required, the agreement moves to a Completed status.
The Activity list and Audit Report highlighting the recipient removal event.

Agreements that don't support recipient removal

You can't remove recipients from:

  • Agreements that contain digital signatures or electronic seals.
  • Agreements with two or fewer recipients.
  • Agreements that use notary signers.
  • Agreements created using Send in Bulk or Custom Workflows.
  • Fill & Sign, Structured Self Sign, web form, or written-signature workflows.
  • Agreements that use Limited Document Visibility.

Recipient removal is available for Request Signature agreements. Removing a recipient also can't change the agreement's underlying routing structure.

If you need to remove a recipient from an unsupported agreement, cancel the agreement and create a new one with the required recipients.

If an agreement remains under revision

An agreement can remain Under revision if you leave the modification process before completing it. While the agreement is under revision, recipients can't continue their actions.

To resume:

Open Manage.

Locate the agreement under In Progress.

Select Modify Agreement.

Complete the revision.