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- Docusign Support Center
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- Change Signing Responsibility - DocuSign Support Center
You are not a valid recipient type for reassigning the envelope The new recipient is not assigned to any Docusign account However, an account is required by a custom sending setting The new recipient already exists in the same routing order After opening the documents, in the top menu, select OTHER ACTIONS > Assign to Someone Else
- Other Signing Actions - DocuSign Support Center
Access the Other Action menu by selecting the arrow on the Finish menu Finish Later: Exit the signing process, saving any information you entered Return to finish signing the document by using the link in the original email notification Assign to Someone Else: Reassign the signing responsibility to another person Provide the new signer’s name, email address, SMS information (telephone
- Docusign CLM: Reassign workflow tasks
Reassigning a workflow task is a two-part process For an administrator to be able to reassign a task assigned to a specific user, they must first have (a) access to both the inbox of the user who currently owns the task and (b) the user they wish to assign the task to
- Claim, Assign, or Reassign a Task Assigned to a Task Group on a CLM . . .
Note: To use this feature, a Docusign CLM administrator must create and configure task groups For more information about task group configuration, roles, and task assignment, see Task Groups
- View Task Details from the Docusign Unified Task View
For example, you can start the action of signing a document, voiding an envelope, or reassigning the task Use this procedure to view task details from the Docusign unified task view
- Authentication Error: Login information provided does not match the . . .
Read this article to learn what to do if you see an authentication error while logging into your Docusign account that says, "The login information provided does not
- Docusign Unified Task Management
Apply filters to find what you need Customize the columns of visible information Complete some task actions directly (like voiding an envelope) Perform task group actions (like claiming, reassigning, and unassigning tasks) Search for information in your tasks Where can I learn more? Here is a video to help you learn about unified task management:
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