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Editing a document in a template with 250 envelopes in draft folder


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I have 250 envelopes created in the draft folder that are set to send out on April 1. The board has edited the rules (one of the documents in the already created envelopes). If I edit the document in the template, does that update the document in the draft or do I need to individually update the new document to all 250 draft envelops?

2 replies

Vinicius.Rodrigues
Docusign Employee
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Hi ​@spgable ,

If you edit the template, this change will only apply to new envelopes only. If those envelopes are in your drafts folder, this means they will not receive this update.

My suggestion so that you do not have to edit the 250 envelopes would be:

  1. Edit your template, with the new document/information
  2. Prepare a bulk-send with the 250 recipients/envelopes
  3. Schedule the sending for 04/01.

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Hello ​@spgable,

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. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Melanie | Docusign Community Moderator

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