Action Required List - how to make a note

Hi @ljack,

Thank you for reaching out to the Docusign Community.  

This is an interesting approach to managing your inbox, and it should be possible by adding the note to the envelope’s subject during a correction. You can correct any envelope that has not been completed, this change to the subject should apply to all notifications sent to active recipients in the signing order. For detailed steps on how to correct an envelope, see:

Correct an Envelope

Feel free to let us know if you need further assistance with this. 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

Correcting the subject only seems to work if I send the envelope. I can correct one I’ve sent to someone else. My problem is with envelopes that are incorrectly named when sent to me by others. For some reason, when I receive an envelope I’m not able to correct it, as Correct it is not a choice in the options to be able to click on. I thought that, as someone who “has access” to the envelope as a signer, I would be able to make a correction. But it’s not an option. Am I doing something wrong?

Thanks so much for your help!

​Hi @ljack,

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!