​@JLambert 

Have you looked into using Collaboration?

When you enable Collaboration on fields for an envelope, you’re allowing recipients to edit fields that were assigned to earlier recipients before the envelope is completed. This is useful if you want later signers to be able to correct, update, or add information without having to send the document back through the signing order.

This is exactly what we needed! Watched a video on the back and forth and looks great. Thanks for the tip John!

Hello ​@JLambert 

That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

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Ma. Cassandra | Docusign Community Moderator