08-18-2011 02:44 PM - edited 11-08-2011 08:14 AM
You can correct the information in a sent envelope that has In Process status. This can be helpful if an envelope was sent to the wrong email address or incorrect routing order was used in the original envelope.
1) Find the envelope you want to correct in your Sent (or Out for Signature) folder and highlight it by clicking it in the list.
2) Click Actions > Correct.
3) The envelope is opened in the envelope wizard so that you can correct it (change name/email addresses, add documents, adjust routing order, etc).
Note: If you completely remove a recipient, you will also lose any associated tabs. It is best practice to make adjustments to the existing recipient in the list. Also, if you make any changes to an existing recipient’s name or email, or if you add a new recipient, a new notification will be sent automatically. You may also manually resend to any in process recipient by enabling the corresponding Resend checkbox.
4) If you need to change tab placement, add new tabs, remove tabs, etc. click Continue to get to the tagging page. Otherwise, click Correct. This will save the changes made to the envelope and resend notifications accordingly.
After sending the envelope, you are returned to the console.
Note: Changes are only allowed for recipients who have not yet completed their assigned envelope task. A new email will not be sent to recipients who have already completed their task.
I hope you find the Correct feature an essential tool for getting business done faster. Thanks for visiting the DocuSign Community!
10-15-2012 10:08 AM
Newbie - sent out my first Residential Purchase Agreement package to clients to sign. It would not go to first client - kept saying I needed to sign more. Went in to it & I could not get to send until I initialed the "Confirmation of Offer Presentation" space, which is not for me to initial - it's for the Listing Agent. It finally sent, but my initials should not be there & I don't know how to remove & it was only way I could get to send to Clients. What did I do wrong?