+1I need to send a document and I was asked to send it to Person A (who will not be signing) but give them the ability to reassign it to Persons B & C, who both need to sign.
This isn’t something I’ve tried before, so I don’t know if it is even possible… Help!
Best answer by JohnSantos
There is a setting under Sending Settings that allows you to enable Specify Recipient Role. This feature gives Person A the ability to specify who Person B and C will be. When Person A receives the envelope, they will be prompted to enter the recipient's information. When filling in the information on your envelope, only fill in the email address for Person A.
+18There is a setting under Sending Settings that allows you to enable Specify Recipient Role. This feature gives Person A the ability to specify who Person B and C will be. When Person A receives the envelope, they will be prompted to enter the recipient's information. When filling in the information on your envelope, only fill in the email address for Person A.
+15Hi
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