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changing email for a client

Forum|Forum|2 years ago
June 13, 2024
9 replies
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put in wrong email address for a client for esign - how do i change the address ?

eSignature

Best answer by JohnSantos

@keith f

If you have sent a document to the wrong email address, you can correct the recipient's email address using the "Correct" feature.

Locate the Envelope: Log in to your DocuSign account and go to the "Agreements" tab. Locate the envelope that you sent to the wrong email address. It should be under the "Sent" folder.
Use the Correct Feature: Click on the envelope to open it. In the right-hand menu, you will see an option called "Correct". Click on it. This will allow you to modify the details of the envelope, including the email addresses of the recipients.
Edit Recipient Information: Find the recipient with the incorrect email address. Click on the "Edit" next to the recipient's name or email. You can then enter the new, correct email address.
Save Changes and Resend: After updating the email address, make sure to save your changes. The corrected email will receive a new notification with the link to the document.
Verify Changes: Ensure that the changes have been applied correctly by checking the recipient details once more before sending the document again

JohnSantos

Answer

Guru

@keith f

If you have sent a document to the wrong email address, you can correct the recipient's email address using the "Correct" feature.

Locate the Envelope: Log in to your DocuSign account and go to the "Agreements" tab. Locate the envelope that you sent to the wrong email address. It should be under the "Sent" folder.
Use the Correct Feature: Click on the envelope to open it. In the right-hand menu, you will see an option called "Correct". Click on it. This will allow you to modify the details of the envelope, including the email addresses of the recipients.
Edit Recipient Information: Find the recipient with the incorrect email address. Click on the "Edit" next to the recipient's name or email. You can then enter the new, correct email address.
Save Changes and Resend: After updating the email address, make sure to save your changes. The corrected email will receive a new notification with the link to the document.
Verify Changes: Ensure that the changes have been applied correctly by checking the recipient details once more before sending the document again

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

K

keith f

Author

New Voice

thank you

C

Christopher.Alpizar

Docusign Employee

Hi @keith f,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to 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.

K

KPFS

Newcomer

Hi, I have had this issue however I need to further clarify. Once I have sent the correction and the client has signed and it has come back, if I set up another envelope to this client, it appears to still have her incorrect email in some default set up? Is there somewhere in the system where the names and email addresses are retained so I can go in and correct the email address permanently?

Thanks,
Kellie

C

Christopher.Alpizar

Docusign Employee

Hello @KPFS,

Thank you for reaching out to the Docusign Community.

Docusign includes a Contacts list that consists of an Address Book and a Directory. The Address Book contains personal contacts, shared contacts, and signing groups, while the Directory contains all active users on the account. Recipients' names and email addresses are automatically added to the Address Book when sending an envelope, and users can add, update, and delete entries in the Address Book through the My Preferences > Account > Contacts view. Additional resources for managing contacts are available. Manage Contacts

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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