Skip to main content
No items found.
logo dropboxsign
Why Dropbox Sign?
Expand or collapse accordion

What you can do

Sign documents online
Create electronic signatures
Choose or create templates
Fill and sign PDFs
Complete online contracts
Document management
Explore features
icon arrow right

Use Cases

Sales and business development
Human Resources
Start-ups
Financial technology
Property
On-demand services
Products
Expand or collapse accordion
icon dropbox
Sign
Make it easy to send and sign
icon dropbox
Sign API
Integrate eSign in your workflow
icon dropbox fax
Fax
Send faxes without a fax machine
icon dropbox integrations
Integrations
We meet you where you work
Resources
Expand or collapse accordion
Blog
Workflow expertise & product news
Customer stories
Real-world stories with real results
Help Centre
In-depth guidance for our products
Resource library
Reports, videos and info sheets
Developers
Pricing
Expand or collapse accordion
Dropbox Sign pricing
Find the right plan for you
Dropbox Sign API pricing
Real-world stories with real results
Contact sales
Sign up
Contact sales
Sign in
Expand or collapse accordion
Dropbox Sign
Dropbox Forms
Dropbox Fax
Free trial
Blog
/
eSignatures fundamentals

Signer Reassignment Removes Frustrating Roadblocks

by 
Mark Brazinski
March 14, 2017
2
minute read
Signer Reassignment Removes Frustrating Roadblocks
icon tooltip

New look, same great product! HelloSign is now Dropbox Sign.

icon close


Imagine this: You've been in contact with a customer or prospect for months. You've done your best selling, created many quotes, and are ready to close the deal.

‍

You get the final contract ready to sign and everything is ready to send out. You request the signature – certain that you're about to close the loop – but your contact alerts you that they cannot sign the agreement. It's their boss who has to sign the agreement instead.

‍

This is a case everyone in sales has experienced at least once in their career and it can be incredibly frustrating. It's the exact challenge that inspired our new featured called “signer reassignment."

‍

What is Signer Reassignment?

‍

In short, signer reassignment allows a user who has been given a signature request the ability to “reassign” the signature to another person. In the case above, your contact would no longer need to ask you to negate the original request and send another, but could simply reassign the signature to their boss. This feature offers extra flexibility beyond one simple reassignment.

‍

In the case above, the boss may receive the signature and they may not feel qualified to sign the agreement either. They have the option to reassign it as well. A signature request can be reassigned up to 4 times for a single signer role.

‍

How to Use Signer Reassignment

‍

The Dropbox Sign reassignment functionality comes in two distinct flavors: sending "one off" signatures and sending templates. For one off signatures, signer reassignment is declared at the time of the send. Reassignment for templates is noted when the template is created, and is inherited when the signature is sent.

‍

In both of these cases, when signer reassignment is enabled, any role in the signature process can reassign their signature. The requestor is always notified when a signature has been reassigned.

‍

Signer Reassignment and a One Off Signature

‍

A one off signature is a request made for a document that is not a Dropbox Sign template. These signatures may require the requestor to place signature elements like signer blocks or date fields at the time of the send. (In the case of the Dropbox Sign API, one can also pass in those elements as an array of objects into form_fields_per_document parameter.)

‍

The design of signer reassignment allows the requestor to determine whether the signature should be can be reassigned at the time of sending the request. This design choice stemmed from customer feedback, specifically on what information a requester may know (or may not know) at the time of sending a signature.

‍

The user experience for signer reassignment varies between our web application and our API. For the API, the ability to reassign the signature request is a flag set at the time of the API request.

‍

Signer Reassignment and Templates

‍

Dropbox Sign templates are preconfigured documents that are designed to make your most frequently signed documents simple to send for signature without having to constantly place signer blocks, initials and other fields. They also allow for merge field data to be passed into the request which can fill in values at run time.

‍

Signer Reassignment applies to both embedded and non-embedded requesting. Whether a template signature request can be reassigned will be based on how the template is configured. When a template is created, the template creator will note whether signatures sent using this template can be reassigned.

‍

This design decision stemmed from customer feedback, notably that there are some standard agreements users may expect to get reassigned while there are some that should always be signed by the party a request is sent. The design for this feature applies to the web application and our API.

‍

Availability

‍

Signer Reassignment is available to our Enterprise teams and for API plans of Gold and above.

Stay in the loop

Done! Please check your inbox.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
icon arrow right
icon close

Up next:

Person working on a laptop at a desk. Screen shows an electronic signature being added to a document.
eSignatures fundamentals
8
minute read

SES, AES and QES: Types of electronic signatures explained

Person signing a document on a tablet in a living room.
eSignatures fundamentals
5
minute read

How to validate a digital signature—and why it matters

eBook

Everything you need to know about the Dropbox Sign API

Products
Dropbox SignDropbox Sign APIDropbox FaxIntegrations
Why Dropbox Sign
Electronic signaturesSign documentsSign and Fill PDFsOnline contractsCreate electronic signaturesSignature editorSign word documents
Support
Help CentreContact salesContact supportManage cookiesGetting started: Dropbox SignGetting started: Dropbox Sign API
Resources
BlogCustomer storiesResource CentreLegality guideTrust centre
Partners
Strategic PartnersPartners locator
Company
CareersTermsPrivacy
icon facebookicon youtube

Accepted payment methods

Mastercard logoVisa logoAmerican Express LogoDiscover logo
CPA Compliance BadgeHIPAA compliance badgeSky High Enterprise Ready badgeISO 9001 Certified badge

Dropbox Sign electronic signatures are legally binding in the United States, European Union, United Kingdom and in many countries around the world.
For more information, please view our Terms and Conditions and Privacy Policy