How to edit recipients in an ongoing process?

This feature lets the sender replace a recipient or update their details while the signing process is still active—without withdrawing the document or re-collecting signatures. Remember, you can edit only those recipients who have not yet taken any action on the document.

How to use the feature (as the sender)

1. Click the three-dot icon in the Documents list or in the Document details view and select Edit recipients.

2. The Creator will open in edit mode.

3. For any recipient who has not yet acted, choose Replace recipient to swap the person, or Edit to correct their data.

4. Confirm the changes.

   • The new recipient instantly receives a notification.

   • The previous recipient loses access to the document.

   • All remaining signers are informed of the update and its reason.

Availability: This feature is included with the PREMIUM plan.

Who will benefit?

• A recipient is on holiday — quickly assign a substitute.

• A typo in the recipient’s first or last name — fix it without restarting the process.