Send to someone else

Sometimes, a document is sent to someone who doesn't have the authority to sign the document. The Send to Someone Else action in the signing process allows you to assign the responsibility to someone else. If you receive a request to sign or approve a document but aren't the person who should sign or approve the document, you can send it on to someone else to sign or approve.

Example: Statement of Work

A professional services organization sends out Statements of Work to be signed by the client. The sender of the document sends it to their primary stakeholder to sign. After receiving the document, the stakeholder realizes it should have been sent to the procurement team to review and sign. They use the Send to Someone Else option to send it to the procurement team instead.

To send a document to someone else to sign or approve:

Begin the signing process by
1. Clicking "Review and Approve" or "Review and Sign" in the signature request email you received OR
2. Click the "Sign" action from the document list area of your Upsign account
Click More Actions next to the complete button at the top right. Choose Send to Someone Else.
Enter the new signers name and email. These are both required fields.
Optional: add a reason for sending the document to someone else. We recommend providing a reason so the sender knows who should receive similar documents in the future.
Click Assign to Someone Else

The signing process will end. The new recipient will receive an email notification to sign the document, and the sender will be alerted that the document was forwarded to a different recipient.

Note: Forwarding the request for signature email will not work. The system will not be able to recognize that the document was sent to a different recipient and the document will still be assigned to the original recipient. Make sure to use the Send to someone Else option rather than forwarding the email notification