From the Manage tab, single click the agreement you want to edit
- The agreement record highlights blue when selected
The Replace Recipient feature is designed to help senders redirect an agreement when the current recipient either is unavailable or when the wrong email value was used.
Replacing the current recipient starts on the Manage page, and can only be done by the original sender of the agreement.
From the Manage tab, single click the agreement you want to edit
Mouse over the current recipient (in the right rail)
Depending on the enabled settings, one or more settings are exposed in the bubble:
The info bubble changes and asks for the email address of the new recipient.
You are returned to the Home page and a success banner displays at the top of the page
The Activity list shows the delegation from one recipient to the other.
The Audit Report also properly reflects the replacement of the recipient
The default settings for the Replace Recipient feature is to fully replace the current recipient with the new recipient.
Users with an individual service plan may not change this default setting.
For multi-licensed accounts, there is an option to change the default behavior at the account or group level, and optionally grant the sender of an agreement the ability to choose which option best suits their current situation.
Administrators have two questions to answer:
What should the account/group default behavior be?
Should the agreement sender be allowed to change the default setting?
You can only replace the current recipient.
Recipients assigned a Delegator role cannot be replaced
Agreements sent via Send in Bulk cannot use the Replace Recipient feature.
You can replace the same recipient index multiple times
Recipients in a Recipient Group can be replaced individually, and new recipients can be added
Recipients in a parallel participation order can be replaced individually.
Recipients defined within a Hybrid routing order can be replaced individually.