I am working in a big organisation, and someone sent Docusign to customer. Now I wanted to make some changes and to resend the same Docusign, how can I change sender name and email from my colleague details to mine. When I VOID and copy the Docusign, it is now allowing me to change Sender name and email.
Hello Milin,
The short answer is: you need to 1) transfer ownership and 2) resend envelope notification. The Docusign email notification will look like it's coming from the new ‘Sender’
I’ve recorded this quick video for you to give you more context:
Hope this helps,
Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner
Need help with Docusign?
www.solusign.com | hello@solusign.com | Learn Docusign on YouTube
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