Edit a Recipient to an E-Signature
This guide shows you how to edit a recipient for an e-signature in QuoteCloud, ensuring that your documents are signed by the right person.
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FAQ — Assigning a Recipient to an E-signature (Document Editor)
What does "assigning a recipient to an e-signature" mean?
Assigning a recipient ties a specific signature field (or e-signature content block) in your document to a person or role who must sign, initial, or receive the document. This ensures the platform knows which contact should be prompted to sign when the document is sent.
Where do I assign a recipient in the Document Editor?
Open the e-signature content block or the signature field inside the Document Editor, then choose the recipient from the recipient dropdown or add a new recipient (name and email). Save the content block so the assignment is retained. For step-by-step setup see more information.
Can I assign multiple signature fields to the same recipient?
Yes. You can assign the same recipient to multiple signature fields so that one person signs or initials multiple locations. Select the same recipient for each relevant signature field before saving the document.
How do I add a new recipient if they are not in the dropdown list?
Use the option to add a new recipient from within the signature field or content block. Provide the recipient’s name and email address, then assign them to the signature field and save. The new recipient will then appear in recipient lists for that document.
Can I change or remove an assigned recipient after assigning them?
Yes. Edit the e-signature content block or signature field, change the recipient selection or remove it entirely, and save your changes. Any updates will be reflected when the document is later sent for signature.
How does the platform notify the assigned recipient to sign?
When you send the document for signature, the platform delivers the signing request to the assigned recipient using the system’s standard delivery method (typically email). The recipient follows the link or instructions to review and sign the document.
Is it possible to set the order in which recipients sign?
If your workflow requires sequential signing, set signing order using the recipient/order controls available in the Document Editor when configuring recipients. Assign recipients numbers or set "signing order" options so the system enforces the sequence before finalizing the signature process. For detailed options see more information.
How are required vs optional signatures handled when assigning recipients?
When configuring a signature field you can mark it as required or optional. If required, the document cannot be completed until the assigned recipient signs that field. Make sure the assignment matches whether signature is mandatory for your workflow.
Can I preview assignments before sending the document?
Yes. Use the Document Editor preview to confirm which recipient is assigned to each signature field and to verify the signing order. Previewing helps catch misplaced assignments prior to sending.
Where can I find audit or status information for assigned recipients and signatures?
After sending, use the document activity, status, or audit trail features in the platform to view who has been assigned, who has viewed, and who has signed. Check the document’s status page for recipient-specific signing progress. For related guidance see more information.
What should I check if a recipient reports they did not receive a signing request?
Confirm the recipient email address assigned to the signature field, check spam/junk folders, and verify that the document was actually sent. If the email address was entered incorrectly, edit the assignment and resend the document for signature.
Can I assign recipients from CRM/contact records?
If your QuoteCloud instance is integrated with a CRM or contact list, you can typically select contacts directly from those records when assigning recipients. Use the recipient selector in the Document Editor to pick integrated contacts where available.
Where can I get more detailed instructions and related topics?
For the main e-signature content block guide and related editing steps see more information.