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After a recipient signs, I found out that they need to make corrections. How can I have them do this without having to have them start over?

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Community ExpertAnswer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

You can apply changes to any envelope or recipient that has not been marked as completed.

Once a recipient completes their action (or the envelope), the system will not accept any further alterations, which means, you would need to create the envelope again and have them fill it out, however, there is an option to copy with form data: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=wfc1582569802343.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

C

Community Expert

Answer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

You can apply changes to any envelope or recipient that has not been marked as completed.

Once a recipient completes their action (or the envelope), the system will not accept any further alterations, which means, you would need to create the envelope again and have them fill it out, however, there is an option to copy with form data: https://support.docusign.com/s/document-item?bundleId=oeq1643226594604&topicId=wfc1582569802343.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

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C

Community Member

Legacy User

THanks for your reply. The article explains the issue clearly. However, I don't see that option. The dropdown shows Copy but not Copy with Data. How do I enable this so I have that option? DocuSign

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C

Community Member

Legacy User

Hello,

Thank you for reaching back.

If you don't see the option, then you would need the assistance of your account administrator, you would need them to go to Settings > Sending Settings > enable "Enable envelope copy with field data" > Save

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Translate

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