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How to Allow Signers to Reassign a Signing Request

Written by Trisha Capusi

This feature is currently available for Business Pro plans and higher.

What is Signer Reassignment?

Signer Reassignment lets a signer forward their signing request to a different person from inside their signing session, using an Assign to Someone Else action. You decide whether that is allowed: for your whole account, for each Envelope, and for each individual signer.

A reassignment is a tracked hand-off, not a silent swap. The signer must give a reason, Blueink records the hand-off on the Certificate of Evidence, and you are notified by email and in the app as soon as it happens. The original signer's request closes with the status Reassigned, and a new signing request goes to the person they named.

This helps:

  • Senders whose requests sometimes reach a shared inbox, an assistant, or a colleague who has moved on

  • Teams sending to large organizations where signing authority is not always known up front

  • Anyone who needs a defensible record of why the person who signed is not the person who was invited

  • Support and operations staff who currently field manual "please send this to someone else" requests

How to Access Signer Reassignment

Reassignment is off until an account administrator turns it on. Once it is on, a Reassignment control appears on the Signers step of every new Envelope.

  1. An account administrator opens your account settings and finds the Optional Features section.

  2. Turn on Allow Signers to Reassign Signing Requests: "Allows signers to reassign their signing request to another person for new envelopes."

  3. Open or create an Envelope or Envelope Template and go to the Signers step.

This setting affects new Envelopes. If you turn reassignment off later, signers can no longer reassign, but hand-offs that already happened stand.

How to Set the Reassignment Policy on an Envelope

1. Choose Off, Once, or Chain

At the top of the Signers step, the Reassignment control offers three settings:

  • Off: signers cannot reassign.

  • Once: signers can hand off their signing request once.

  • Chain: a reassigned signer can reassign again, so the request can move through several people.

2. Opt individual signers in or out

With reassignment on for the Envelope, each signer's card carries an Allow Signer Reassignment checkbox: "Allow this signer to reassign their signing request to another person." Clear it for any signer who must sign personally.

The checkbox does not appear for signers where reassignment is never available: signers in a Signer Group, witnesses, and signers who require a witness.

3. Save the policy on a Template

Reassignment settings are saved on Envelope Templates and Bundle Defaults and are carried over when you copy an Envelope, so a recurring workflow only has to be configured once.

4. Send the Envelope

Set the policy before you send. On a sent Envelope the reassignment setting is shown on the Envelope's detail view for reference, but it is not editable there.

What Happens When a Signer Reassigns

  1. The signer opens Assign to Someone Else from the Actions menu in their signing session, names the new signer, gives a reason, and confirms.

  2. You receive an email, "Signer reassigned for Envelope '<Envelope name>'," naming both people and the reason, plus a matching notification in the app.

  3. The new signer receives a signing request, "A signing request has been reassigned to you," that names the original signer and includes any message they added.

  4. The original signer receives a confirmation and needs to do nothing further. Their signing session closes immediately.

  5. On the Envelope, the original signer's request shows the status Reassigned, and the new signer appears beneath them so you can follow the hand-off.

  6. The Certificate of Evidence records the hand-off: "Signer reassigned from <original signer> to <new signer>", with the reason.

Any values the original signer entered but did not save are not passed to the new signer. Blueink warns the signer about this before the hand-off completes.

When Reassignment Is Not Available

Even with the setting on, Blueink blocks reassignment in cases where handing the request to someone else would break the integrity of the signing:

  • Signers who require signer authentication or identity verification: the verification was performed against the original signer and cannot transfer to someone else.

  • Signers who require a witness, and witnesses themselves.

  • Signers that belong to a Signer Group.

  • In-person signing sessions and embedded signing sessions.

  • Signers who have already finished, declined, or whose request has expired or been cancelled, and Envelopes that are no longer in progress.

  • Reassignment back to the person who sent the request onward, or to anyone earlier in the chain. A request cannot bounce back and forth.

  • Reassignment to someone who is already a signer on the same Envelope.

  • A chain that has reached its hand-off limit.

Reassignment vs. Editing the Signer

If you configured the wrong person on an Envelope, keep using the existing edit-signer action to correct it. That remains the sender's tool.

Reassignment is for the case only the recipient can resolve: they are not the right person to sign, and they know who is. That is why the action lives in the signing session rather than on your dashboard.

Conclusion

Turning on Signer Reassignment converts a phone call into a self-service hand-off, and keeps the correction in the record instead of outside it. You choose whether it is allowed at all, whether it can happen more than once, and which signers it applies to.

Need Help?

If you need assistance using Signer Reassignment, our support team is here to help. Not a Blueink customer yet? Schedule a demo to see how Signer Reassignment fits your workflow.

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