Need to drop a signer, approver, or viewer before sending out your form? You can remove recipients directly in the Edit panel for both documents and templates. This guide walks you through the steps, explains what happens to their assigned fields, and shows how to reassign roles safely so your workflow stays intact.
Click Edit on the left-side panel of your form to open up the recipients panel.
Click the trash icon next to the recipient you want to delete.
Hit the Remove button to confirm recipient deletion and save changes by clicking on Save and Continue.
📝 Removing the recipient will delete any fields associated with them. Make sure to reassign the fields to another recipient if necessary before you continue.