This feature is currently available for Business Pro plans and higher.
What is Assign to Someone Else?
If you receive a signing request that should go to a different person, you can forward it yourself with Assign to Someone Else. You name the person who should sign, explain why you are passing it on, and Blueink sends them their own signing request.
Use it when the request reached you by mistake, when the person it names has left the organization, or when a colleague holds the authority to sign this particular document.
This helps:
Assistants and shared inboxes who receive documents on someone else's behalf
Anyone who is not the right person to sign and knows who is
Signers who would otherwise have to email or call the sender and wait
How to Access Assign to Someone Else
Open the signing request from your email or text message.
Agree to the electronic signing disclosure to begin your signing session.
Open the Actions menu at the top of the document.
Select Assign to Someone Else.
If you do not see Assign to Someone Else, the sender has not allowed reassignment on this document, or this signing request is one that cannot be reassigned. See If the option is not available below.
How to Reassign Your Signing Request
1. Enter the new signer's details
The Assign to Someone Else form asks you to forward this signing request to a different person. Fill in:
New Signer Name: required.
New Signer Email: required. This is where their signing request is sent.
New Signer Phone (optional): add it if they should also receive a text message.
Reason for Reassignment: required. The sender sees this, so be specific. "This is sent to the wrong department" is more useful than "not me."
Message to New Signer (optional): a short note that appears in their signing request, for example, "Can you please sign this document?"
Select Continue when you are done.
2. Review and confirm
Blueink shows you a summary of the new signer, your reason, and your message, along with two things to know before you continue:
Blueink will send a fresh signing request to the new signer.
Any values you entered in this signing session that have not been saved will not carry over.
Select Back to change anything, or Confirm and Reassign to hand off the request.
3. You're done
A confirmation page tells you the signing has been reassigned and that a new signing request has been sent. You do not need to do anything else, and you will receive an email confirming the hand-off.
What Happens Next
The new signer receives a signing request that names you as the person who reassigned it, along with your message if you added one.
The sender is notified of the hand-off and sees your reason.
Your own signing request closes and your link no longer opens the document. If you need a copy, download it from the Actions menu before you reassign, where the sender has allowed downloads.
The hand-off is recorded on the document's audit trail, naming you, the new signer, and your reason.
If the Option Is Not Available
Reassignment is a feature the sender chooses to allow, and some signing requests cannot be reassigned at all:
The sender turned reassignment off for this document, or for you specifically.
The request has already been reassigned to you and the sender only allowed one hand-off, or the document has reached its limit on hand-offs.
You are asked to verify your identity or pass an authentication step before signing. That verification is specific to you and cannot be transferred.
You are signing as a witness, or your signing requires a witness.
You are signing in person with the sender, or inside another application.
The person you named is already signing this document, or already handed the request to you.
In any of these cases, reply to the sender and ask them to send the document to the right person. You can also use Decline to Sign in the Actions menu to return the request with an explanation.
Conclusion
When a signing request reaches the wrong person, Assign to Someone Else gets it to the right one in a few seconds, with the reason on the record so the sender knows exactly what happened.
Need Help?
If you need assistance reassigning a signing request, our support team is here to help. Interested in Blueink for your own documents? Schedule a demo.