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Dear DocuSign Support Team,

I hope you're well.

I'm writing to clarify a behavior we're encountering while using the "Correct" feature in DocuSign. Specifically, we’ve observed that in some cases, the field editing tools (pencil icon for adding Text, Line, etc.) disappear entirely, even though we are in "Correcting" mode.

Here are the scenarios we've identified:

  1. All recipients have not signed yet, and no one is CC'd:
    – Full editing is available.
    – Pencil icon is visible as expected.

  2. One of the recipients has already signed:
    – Pencil icon disappears.
    – No new fields can be added, even for pending recipients.

  3. All recipients have not signed yet, but one recipient is in a CC role:
    – Pencil icon disappears.
    – No field editing is possible.
    Unless the CC is placed at the very end of the routing order, after all signing roles.

We would appreciate your confirmation on the following:

  • Is this behavior by design?

  • Are there any workarounds or settings that would allow field editing under conditions (2) or (3)?

  • Is there any official documentation addressing this logic?

Thank you for your assistance.

Best regards,

Newhome

@Newhome 

I believe this is how the editing is supposed to work. Once someone has completed (either by signing or receiving a copy in the case of a cc) you can no longer edit the document. The editing tools will not show up on partially completed documents.

I believe that  if a document is set for collaboration - information can be edited, but I am not sure what changes can be made.

If the document is partially completed - the only corrections that can be made are to the name/email of the recipients who have not yet signed.

You may need to open a ticket with support if you cannot access editing tools in unsigned documents.

good luck

mr1


Hi ​@Newhome,
 

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.
Let me know, and I will gladly help you address the situation as soon as possible.

 

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.


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