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I have a customer who doesn't have the authority to sign a document.  She said she has always been able to forward that "designation" to the owner of their company.  She wasn't able to on the document I sent her.  Is there a setting I need to have that would allow this?  She doesn't want me to send the document directly to the owner, she wants to manage that process.  Can someone please advise how to accomplish this?

Hi,


If you go to your 'Preferences' and click features on the left hand side, you should be able to tick the box for ' Signers can reassign envelopes' 


This will then allow the recipient to reassign the signatory duties to the owner whilst still receiving the document herself.


Hope this helps!

Welcome to the Community Susan, 



With this feature enabled, they can forward using the "Assign to Someone Else" Feature  in the "Other Actions Menu" below. Learn more in our guides







There also might be times when you, as a sender, must manage a complex, brokered transaction where you do not know the contact information for the all recipients and signers for a transaction. However, you do know the agents or brokers for those recipients, who can add in the contact information needed to complete the transaction.



This type of transaction can be completed by using (https://support.docusign.com/guides/cdse-user-guide-advanced-sending-agent-envelopes) Agent Managed Envelopes  Feature. You would use the  "Address Recipient" (https://support.docusign.com/guides/cdse-user-guide-sending-recipient-actions) Signing Action

Address recipients: This recipient can add name and email information for recipients that appear after the recipient in workflow order. This recipient type is only available if the Send to Manage feature is enabled for the sender and document visibility is not enabled. Please view our our (https://support.docusign.com/guides/cdse-user-guide-advanced-sending-agent-envelopes) Agent Managed Envelopes   to learn more about assigning this recipient action. 





Happy DocuSigning, 



Marc

 

​I cannot find where to tick the box for "Signers can reassign envelopes" I do not see any such option in "My Preferences" can you make a picture of where exactly can I find it? Or do you have a video for that? I am referring to your advice: If you go to your 'Preferences' and click features on the left hand side, you should be able to tick the box for ' Signers can reassign envelopes' 

Thank you!

I can't even find "Preferences" mentioned above. I see my preferences when I click my photo, but "Features" is not an option and neither is the option to "reassign envelopes."

Thanks.

This option is no longer located in Preferences.

Every time you send out an envelope you can include this option using the checkbox "Allow recipients to change signing responsibility" in Advanced Options.

As an Admin, you can make the change in Signing Settings, so the user doesn't have to check the box each time. Signing and Sending / Recipients / check the box "Allow recipients to change signing responsibility".

Note: If they are not able to see this, you may need to check with your DocuSign Administrator to enable this feature if blocked.

I've been including these instructions to the person who will need to reassign the document.

1. From the envelope, click "OTHER ACTIONS."

2. Click "Assign to Someone Else."

3. Enter the new signer's email address, name, and reason for changing the signing responsibility.

4. When finished, click "ASSIGN TO SOMEONE ELSE."

https://support.docusign.com/en/guides/signer-guide-signing-change-signer

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