There are times when you, as the sender, might not know the final signer of a document, or you might want someone else to manage and modify recipient information as needed. This is where the Update Recipients feature comes in handy! 

It allows you to designate someone as a reviewer who can specify details for recipients whose information was left blank and even update the details for named recipients.

The designated reviewer has the power to modify the email, name, access code, and private message for any recipient, provided they haven't signed the document yet. 

Take a look at this Trainer Tip video where we explain how to set up the Update Recipients

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Key Take-aways:

• Update Recipients allows a designated reviewer to manage and modify signer information.
• The reviewer can update the email, name, access code, and private message for recipients who haven't yet signed.
• They can also void the document.

Additional Resources:

• For more information 
  • Manager Recipients 
  • When To Use Update Recipients

Continue the Conversation:

Have you ever been in a situation where you needed to update recipient information after sending? How do you think the Update Recipients feature could streamline your workflow? We'd love to hear your thoughts and any questions in the comments below!