DocuSigned docs that also require initials

Question

I have two documents I got back signed by Docusign recipient. I then realized the signor’s initials are also required. is there a way to re-send the already signed documents and request initials where required or is it just easier to start over and re-send the docs?

David.Schmitz · Accepted Answer

@tromero23If the envelope is fully completed and all Recipients have taken action then there is no options to change or correct that envelope to add additional Recipients or Actions. If the envelope is not fully completed then you can correct the envelope and add the same Recipient at the end of the current envelope workflow or re-arrange the Recipients to add that Recipient and the action of the “Initials” field.If the envelope was fully completed the best option is to “copy with field data” , add the new DocuSign fields for the Recipient and send it back through the entire workflow.

JohnSantos · Answer

@tromero23 You best option is to use the Copy with Field Data and resent the envelope.

The field data will include data that the recipient filled out on the first envelope. Also, include the Initials Field and make it required.

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