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How can I update a name line in a document already sent

  • January 31, 2024
  • 2 replies
  • 115 views
V
Newcomer
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I have a document that the customer has already signed. The account name area of the document has the incorrect name. Please note it is not a signature line. Thanks 

Best answer by David.Schmitz

@Vudonzi If a recipient has already taken action on a document and that document has either text in the document or data added to a field by a Recipient on that document then that information cannot be changed or corrected.  The best option is to void the original envelope, make a copy, resend it through the Recipient process and make the edit to the document or set a field tooltip or add a Note so the Recipient does not incorrectly fill out the field on the new envelope.  

2 replies

D
Hero
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@Vudonzi If a recipient has already taken action on a document and that document has either text in the document or data added to a field by a Recipient on that document then that information cannot be changed or corrected.  The best option is to void the original envelope, make a copy, resend it through the Recipient process and make the edit to the document or set a field tooltip or add a Note so the Recipient does not incorrectly fill out the field on the new envelope.  

N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • February 19, 2024

Hello @Vudonzi ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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