This guide provides step-by-step instructions on how to add an alternative recipient to an Adobe Sign agreement. This function is critical in situations where the originally assigned signer is unreachable, incorrect, or needs to delegate responsibility to another individual. The walkthrough is tailored for use in the WorkEx platform and demonstrates how to navigate from the Work Experience Applications board to Adobe Sign and assign a new signer.

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Intended Audience

This guide is intended for career coordinators, and administrative users responsible for managing work experience agreements in Adobe Acrobat Sign via WorkEx.

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What You Will Learn

By the end of this guide, you will be able to:

• Navigate to the correct agreement in Adobe Sign from SharePoint.

• Access the option to add an alternative recipient.

• Enter and assign the correct name and email for the new signer.

• Ensure the signature workflow continues without delay or cancellation.

Creation Date: May 16, 2025

Created By: Brahim Stewart

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Work Experience Applications – Board

1. Find the Student’s Record That Needs Updating

Open the Work Experience Applications board in SharePoint. The student’s application may appear in any column, depending on its current status (e.g. New, Working With Animals, Out for Signature). Browse through the board or use the search/filter functions to locate the specific record requiring a signer email correction or reassignment.

2. Open the Agreement in Adobe Sign

Within the selected SharePoint item, locate and click the “View in Sign” button or link. This will open the corresponding Adobe Sign agreement in a new browser tab. If nothing happens, check that your browser allows pop-ups from SharePoint or Adobe Sign. This link takes you directly to the live agreement view, where you can manage recipients and monitor signing progress.

3. Access the Recipient Management Tab

Once the Adobe Sign agreement loads, look for a tab or menu option related to Recipients or Actions—typically located at the bottom right of the page. Click this tab to expand recipient management options. This is where you’ll find controls to modify the signer list, including the ability to add an alternative recipient. Ensure you’re logged into Adobe Sign with appropriate permissions to modify the agreement.

⛔️ Important: You can add an alternative recipient at any time, but it will only apply to the current participant or group in the signing sequence. Even if another signer is selected in the interface, the alternate will be assigned to the participant currently expected to sign.

4. Click on Add Alternative Recipient

Click the “Add Alternative Recipient” option in the recipient menu. A dialog box will appear asking for the new recipient’s details.

5. Add the New Signer’s Email Address

In the email field, enter the correct email address of the person who will now sign the agreement (e.g. brahims@dynappix.com.au). Double-check for typos, as this will determine where the signing invitation is sent.

6. Enter the New Signer’s Name

Still within the Add Alternative Recipient dialog, enter the full name of the new signer (e.g. Brahim Stewart). This name will appear on the agreement and in the audit log. Ensure it matches how the recipient would like to be represented in official documents, especially if it will be included on student-facing paperwork.

7. Confirm and Add the New Recipient

Once both the email address and name fields are filled in, click the “Add” button to save the changes. Adobe Sign will immediately update the agreement, revoking access from the original signer (if applicable) and assigning signing rights to the new recipient. The new signer will receive an updated email invitation to complete their portion of the agreement.