Best course of action for asking for yearly updates?

Question

What is the best option for having a document updated yearly? I have a group of individuals who have already filled out/signed the document, but I need them to go in every year or so and make any updates to their circumstances in the document. Is it best to just send a new one along? Or should I copy the old one and then re-send? TYIA!

Michael.Rave · Accepted Answer

@brookejacksonI suggest to send a new one, as the old one is finalised and the values they provided when initially signing the document are now part of the document that cannot be replaced or updated.This sound like a good case to use a template and potentially a PowerForm or WebForm on top, so they can self-serve and create the document themselves without you creating every envelope manually each time.You can share the link to the form via email in the call to action to update their circumstances.

Christopher.Alpizar · Answer

Hi @brookejackson,I hope you are doing well.I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue.

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