Resolve document and recipient problems

Fix documents that will not send and recipients who cannot complete them.

1. Check for missing fields

   If the document cannot be sent or a signer cannot finish, confirm every actionable recipient has at least one field.

   A recipient with no field blocks sending and signing.

2. Verify recipient details

   Check each recipient’s email address and role on the document details page.

   Confirm the recipient addresses and roles.

3. Check the signing order

   With signing order on, later recipients only receive the request after earlier steps finish.

   Find the pending record and see who is next in line.

4. Correct or restart

   Correct the recipient if the workflow allows it; otherwise cancel and resend a corrected document.

   Result: The recipient can complete the document.