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I wish there was a way for us to make changes to a document that we have already sent to a customer. As it is now the fields we are supposed to fill in are not changeable so if the customer says you spelt my name wrong, or my address is not correct then we have to Delete the whole document and create a whole new one and then go through the steps to send it. Would be easier if we could recall it, make adjustments to it and send it back to them. There would still be a paper trail for it.

Hello ​@Mr. S,

Welcome to the Docusign Community! We appreciate you taking the time to participate. Thank you for sharing your idea!

You can correct a document that you have already sent to a customer if the envelope is still in process status. When a sender or a recipient notices any errors in an envelope that is still in progress, the sender can correct the details. This correction capability extends to various aspects of the envelope, including recipient information, envelope details, and document content.

You may refer to the following articles for more information:

Correct Envelopes

FAQ: Correcting Envelopes in Docusign

Note: We're converting this Topic to a Question in the meantime, while waiting for your confirmation. Please let us know if you have any further questions. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

Hello ​@Mr. S,

I hope you’re doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny | Docusign Community Moderator

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