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

Question

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

David.Schmitz · Accepted Answer

@VudonziIf 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.

nathaly.monge · Answer

Hello @Vudonzi,If you found the providedresponse 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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