How do you edit a document after it's been sent for signature?

Forum|Forum|5 years ago
May 1, 2021
1 reply
2215 views

Document has been sent out for signature but the customer hasn't signed yet and I need to make a change. There's no clear way to do this when I try to access the document.

eSignature

Best answer by Community Expert

Go to the Manage tab at the top of the screen
Click on your Sent folder in the left side
Find the envelope in your list
Click the Arrow on the action button at the right end of the row and select Correct from the dropdown
Make any changes needed (recipients, documents, fields, etc.)
Click the CORRECT button to save the changes (you may need to click the NEXT button first if you're still on the page where you manage documents and recipients).

Correct Action Button

C

Community Expert

Answer

Docusign Employee

Go to the Manage tab at the top of the screen
Click on your Sent folder in the left side
Find the envelope in your list
Click the Arrow on the action button at the right end of the row and select Correct from the dropdown
Make any changes needed (recipients, documents, fields, etc.)
Click the CORRECT button to save the changes (you may need to click the NEXT button first if you're still on the page where you manage documents and recipients).

Correct Action Button

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.