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Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

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Mary Yamson shared this idea  ·   ·  Admin →
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Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded  · 

Hi there 👋

I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

Here's how it works:

1. Open a sent document.

2. Navigate to the settings of a recipient who hasn’t signed the document yet.

3. Click the action button:

– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

– "Change signer" to reassign fields to another signer.

– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

Thank you,

Igor Stefaniuk | Principal Product Manager

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  • Sandra Halladey commented  · 

    creator should be able to add a signer without having to edit the doc and get approval again? Thanks in advance

  • Mike Dolphin commented  · 

    Yes. Currently, any recipient can forward their signing authority to another person. The DOCUMENT OWNER should also have this ability, for any of the recipients.
    Simply enable the owner to be allowed to forward from any recipient to another email (could be a different person, or simply an updated email for that recipient).

  • Courtney Nicolls commented  · 

    It would be great if the DOCUMENT CREATOR had the ability to add a CC'd recipient after the document has been sent or the ability to FORWARD the document. To have to recall/resend is a bit cumbersome.

  • Carson Firth commented  · 

    If a signer is added to a document and fields assigned to them, it should be possible to change the signer's name (in case of a misspelling) on the document without removing them and re-adding them.

  • Sarah White commented  · 

    please make pandadoc 2.0 title of the document editable and to be able to change signers without having to edit the whole document. we request our clients upload multiple documents into our packets and it makes it difficult that we have to edit the entire thing if we need to make any changes. if they've already starting uploading their documents and i have to edit, they lose all their previous uploads.

  • Jonathan Heinl commented  · 

    Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

  • Alexander Litvin commented  · 

    Ability to remove the signers within the document without having to ediit the document.

  • Alexander Litvin commented  · 

    Ability to change the recipient's email in the document draft without having to adjust the contacts infromation/adding new contact

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