Assign to Someone Else
Hand off your signing step to someone else during a signing session in SignedX.
During a signing session, you can transfer your signing responsibility to another person — such as when a document was sent to you incorrectly, or when a colleague needs to sign instead. When you assign to someone else, they completely replace you: all fields, actions, and responsibilities transfer to the new recipient.
This feature is only available if the sender has enabled it on the envelope. If you don't see the option, the sender has not activated it.
How to assign to someone else
When viewing your document, click Actions at the top of the screen.
If required, enter a mobile number and/or password for the new recipient.
The new recipient will receive an email invitation and can begin signing immediately. You will no longer have access to the envelope.
Mobile number and password fields
These fields only appear if the sender applied extra security to your signing step.
Password: If your signing step required a password, you must set one for the new recipient. It can be the same password or a different one — both options are acceptable.
Mobile number: If your signing step required two-factor authentication (2FA) via SMS, you must provide a mobile number for the new recipient so they can receive the verification code.
In both cases, the sender's security requirements transfer to whoever signs in your place.