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How do I edit an advisor phone # that was entered wrong for the access code? when I try and edit the docusign, I get a message that editing will cancel the original and I will have to resend. The client has already signed and all I want to edit is the ohone # for the advisor signature.
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Can you ‘correct’ the DocuSign?
If all the parties have signed, then ‘correct’ will not be an option, but it looks like you have one person (advisor) who has not signed/received the document? You - or the original sender - should be able to choose “correct” from the dropdown, fix the phone number, then ‘send’ (the document will only be resent to those who have not completed their portion).
good luck
mr1
Hello
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