How to Change a Recipient Email After Sending an Envelope

This document explains how to update a recipient email after sending an envelope, when editing is allowed, and what happens after the change.

If a recipient’s email address was entered incorrectly, the sender can update it without rejecting and resending the envelope — but only under certain conditions.

Edit a recipient email

You can edit a recipient’s email only if:

• the recipient has not accepted the invitation yet

• the role has not completed its action

• the email was not locked at the template level

• you are the sender of the envelope

Only the sender can edit recipient emails. Other participants in the flow, such as Signer, Approver, CC, and Assignee, cannot.

1. Open the envelope.

2. In Processing flow, find the recipient.

3. Click the edit icon next to the recipient email.

4. Enter a new email address or select another mailbox.

5. Save the change.

6. Confirm the update in the confirmation window.

What happens after the update

After you confirm the change:

• the previous recipient loses access to the envelope

• the updated recipient receives a new invitation email

• roles configured with Same as may also update automatically

You cannot save the change if:

• empty email values

• invalid email formats

Fix the value and save the change again.

Cases when editing is not available

You cannot edit the recipient email if:

• the invitation has already been accepted

• the recipient already completed their action

• the email was predefined and locked on the template level

If editing is unavailable, the edit icon is hidden or disabled.

Additional behavior

• If the email is changed to the same value, no update or notification is triggered.

• If the previous recipient tries to open an old invitation link after the update, the link becomes invalid and an error page is displayed.

• To prevent notification spam, recipient email changes are limited to one update per envelope per minute.