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reassigning an approver

  • July 31, 2024
  • 2 replies
  • 248 views
R
Newcomer
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I have sent a document to 4 people to approve.  The 4th person is no longer available.  How do I add someone new to sign in his place?

Best answer by Jason.Wiswell

Hi!  I am assuming you are using an eSignature envelope to send a document to 4 people to sign/approve.  If you are using CLM, please correct me accordingly.

If you are using eSignature, you can use the Correct action to reassign the 4th approver to a different name and email.  Here’s an article on using Correct!

https://support.docusign.com/s/document-item?language=en_US&bundleId=oeq1643226594604&topicId=ztq1578456332318.html&_LANG=enus

Please let us know if this helps and have an excellent day!

2 replies

Jason.Wiswell
Docusign Employee
  • Jason.WiswellDocusign Employee
  • Docusign Employee
  • Answer
  • July 31, 2024

Hi!  I am assuming you are using an eSignature envelope to send a document to 4 people to sign/approve.  If you are using CLM, please correct me accordingly.

If you are using eSignature, you can use the Correct action to reassign the 4th approver to a different name and email.  Here’s an article on using Correct!

https://support.docusign.com/s/document-item?language=en_US&bundleId=oeq1643226594604&topicId=ztq1578456332318.html&_LANG=enus

Please let us know if this helps and have an excellent day!

Jason Wiswell | Principal Product Trainer | Docusign, inc.
A
Community Moderator
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​Hi @RhondaG,

 

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

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