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How do you change a shared contact within docusign? The account is through my company and the wrong email address was used for a vendor. How do I change it so that it doesn’t default to the wrong address?
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Below are some general steps to update or remove an incorrect/shared contact in DocuSign so it no longer defaults to the wrong email address. Note that depending on your company’s account setup and permissions, you may need admin privileges or help from your DocuSign administrator to make these changes.
- Go to Admin > Contacts (if you have admin rights) and find the incorrect shared contact.
- Edit or Remove the contact to fix the email address.
- Update Templates that use the old address (remove the old email, add the correct one).
- Clear Personal Address Books in each user’s account to remove the wrong email.
- Confirm by creating a new envelope to ensure the old address no longer appears.
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