How to Change Recipients on Adobe Sign Agreements

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

Note: Only the original sender of an agreement can replace or set alternative recipients, and only the current recipient on an agreement can be replaced and recipients that are already party to the document cannot be added as replacement or alternative recipients.

  1. Click the Manage tab, then select the agreement that you want to edit.
  2. Hover over the current recipient as listed under the Recipients Section in the lower-right of the page.
  3. Select the action that you wish to take in the pop-out panel:
    • Replace recipient - This option replaces the current recipient, denying them further access to the agreement
    • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient  in place and capable of completing the agreement

      new email and message
       
  4. Input the email address of the replacement or alternative recipient and input a message to the new recipient.
  5. Click the Replace button
  6. You will be returned to the Home page and a success banner will display at the top of the page

Things to Keep in Mind

  • 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.
  • Recipients in a Recipient Group can be replaced individually, and new recipients can be addedRecipients in a parallel participation order can be replaced individually.

Details

Article ID: 143605
Created
Fri 5/27/22 12:02 PM
Modified
Tue 9/5/23 4:17 PM