Replace a recipient

When modifying a document or a template, you can change the recipient assigned to a field from the add fields area.

Example: Replacing a recipient

You recently created at statement of work for a client and sent it to your boss for approval and your primary contact for signature. After sending, you realize you should have sent it to the sourcing manager for signature. You decide to modify the document by deleting the primary contact and replacing them with the sourcing manager. To do this, you delete the primary contact recipient, add the sourcing manager as a recipient and re-assign the fields to the sourcing manager.

To replace a recipient on a document:

Navigate to the Documents area
Locate the document you'd like to delete
Click More Actions to choose from available document actions
Choose Edit & Resend. This will take you to the add fields area of the document.
Select Manage Recipients from the left sidebar
Delete the original recipient by clicking the delete icon for that recipient. This will remove the recipient but the fields the recipient was assigned to will remain on the document.
Add the new recipient. Click Save to close the manage recipients dialog.

Navigate to the field(s) you want to assign to the new recipient
Click the icon next to the field to choose the recipient
Review and resend the document