How to Assign or Change Editors

As an organization grows, departmental workflow becomes more complex. When important documents requiring signatures involve multiple departments and complicated signing processes, the task owner can assign an Editor to help set up the correct signing process—completing signer details, adding necessary documents, and assigning fields. By designating an editor, the task owner enables the editor to flexibly update the drafts and tailor recipient signing flows as the situation requires, thereby improving overall signing efficiency.
 

Kindly note that Editor Role is a premium feature, available for DottedSign Business. Subscribe with a 14-day FREE trial and give it a try!

 

How to Assign an Editor Role 

  1. Click “Get Signatures”.
  2. Select the file to be signed.
  3. Name the task and use the drag icon to rearrange document order or delete any files that don’t require signatures.
  4. Click “...” to open “Advance Settings”. Editors can only be used in ordered signing. Once the editor role is set, “Set Order” will be automatically selected.
  5. Change the role to Editor, and set the identity authentication.
  6. Click “Confirm”.
  7. Enter the editor’s name and email.
  8. Click “Continue”.
  9. Click “Continue” to enter permission settings.
  10. Click “Manage Permissions” to manage whether the editor has the right to hand over or decline the task.
  11. After setting, click “⭠”.
  12. Click “Send” to send the editing task invitation.
  13. An editor can edit document、adjust signing order、adjust fields、 assign attachments、and edit tasks.
  14. The editor will have access to the same features as the sender’s plan.



 

Note:

  1. The editor must be the first recipient in the signing stage, and will have the same features access as the sender’s subscription plan.
  2. If signers are included among the recipients, signature fields must be assigned before sending the editing task invitation to the editor.
  3. Editors can only be used in ordered signing. Signing modes like Sign Yourself, In-Person Signing, and Public Form cannot include an Editor role, nor can templates containing an Editor role be used.
  4. If you change the signer to an editor, the existing settings or fields will be deleted, and automatically reset to the Editor’s default values, including Manage Permission and View Permission.
  5. If the editor is editing a task while the task owner is simultaneously updating it (e.g., changing recipients, modifying review or delivery settings), the task content will be updated according to the order in which the data is submitted.

How to Change Editor Role

  1. Log in to DottedSign and go to “Task”.
  2. Click “Waiting for me” and select the task to be edited.
  3. Click “...”.
  4. Click “Change Recipients".
  5. Enter the new editor’s name and email.
  6. Click “Send” to hand over the editing privilege to the new editor.

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