Sign Builder: How to change signers

Hi routhierlm,

Thanks for reaching out to Jotform Support. To change the signers, you need to remove yourself from the roles on all fillable fields in your Sign Documents. Let me show you how:

• While in your Sign Builder, click on a fillable field and Add new role.
• Click on all the fillable fields and change the role to the new signee.
• Once you're done, you can check the new role in the Send tab and Edit the name and email address.

Check out the screencast below for the result:

Let us know if you have any other questions.

Hi routhierlm,

Thanks for reaching out to Jotform Support. If the document has been sent for signing, you won't be able to edit the signers. However, you can turn on Allow Signers to Delegate the Document to Other Signers. Let me show you how to do that:

1. In your Sign Builder, click on the Send tab.
2. Go to the Options tab.
3. Then toggle the Allow Signer Delegation to On.
   
   

Now, if the other signers are not available, you can ask them to delegate another signer. Here's how:

1. Once you receive the signing request email, click the Review & Sign Document button. The button will open the signing window on a new tab.
   
   
2. Since the signer delegation is allowed, the signer can assign the document to another by clicking the Assign Document button at the top-right side of the signing window.
   
   
3. The Name and Email Address are required, so the signer should fill that up. The message is optional.
4. The current signer should click the Delegate button to send the sign request email to the delegated signer.
   
   

The delegated signer will receive the sign request email, as shown in the image below. At this stage, the step is the same as the original signer, click the Review & Sign Document button, complete the fields, sign, accept the consent, and send.

All parties will receive a notification email about the completed document. The signers can view the signed document, including its audit trail, by clicking the button in the email. As the document owner, you can view the completed documents through your Sign Inbox.

We also have a guide on How to Send Your Document to Someone to Be Signed that you can check out.

Give it a try and let us know if you have any other questions.

Thank you. and how do I remove the Me in this screen? See screenshot. I
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Hi routhierlm,

Unfortunetly, I didn't get the screenshot you shared can you please share it again. Let me show you how:

1. In the reply email you got, click on View this thread.

2. Scroll down to the reply section and click on the Image icon and upload the image.

Additionally, if you are referring to changing Me to someone else in the Sign Builder, its easy to do so, just click on the Me icon in the signature field and select a different signer.

Give it a try and let us know how it goes.

Still having trouble deleting the Me in the signature block, see screenshot. There is no garbage can next to it and I can't change the field. this should only go to Monika.

thank you,

Hi routhierlm,

Since you're the owner of the signed document, you will not be able to delete the " Me" option from the Signer. Were you able to follow my colleague's, Harshard_P, guide on how to assign the signature field to the other signer so you won't have to receive an email to sign the document? Please click on the "Me" icon and select "Monica".
After this, only the assigned signer will receive the email to sign the document. The only email that you will receive is a confirmation message that your document was signed successfully. Check out the screenshot below:

Let us know if you have any other questions.

Okay, thank you!
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