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June 24, 2024
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How do I correct mistakes in a sent envelope

  • June 24, 2024
  • 2 replies
  • 166 views

If I find a minor mistake on forms that have been placed in an envelope and sent to my clients how do I make changes within the envelope?

Best answer by Josh.Di

If I find a minor mistake on forms that have been placed in an envelope and sent to my clients how do I make changes within the envelope?

 

Hi @jamesg 

If you are the original sender, you are able to correct an envelop after it has been sent. However you are only able to correct an envelope if the recipient has not yet signed. This support article explains what you can correct - How Correct Works

Docusign University has some ondemand courses on how to manage you envelopes, i found this course which has more information on correcting an envelope as well as other features -  Manage Your Envelopes

 

2 replies

Josh.DiDocusign EmployeeAnswer
Docusign Employee
June 25, 2024

If I find a minor mistake on forms that have been placed in an envelope and sent to my clients how do I make changes within the envelope?

 

Hi @jamesg 

If you are the original sender, you are able to correct an envelop after it has been sent. However you are only able to correct an envelope if the recipient has not yet signed. This support article explains what you can correct - How Correct Works

Docusign University has some ondemand courses on how to manage you envelopes, i found this course which has more information on correcting an envelope as well as other features -  Manage Your Envelopes

 

Josh D. | Docusign Technical Product Trainer | Welcome to the DocuSign Community! If you find my response helpful, please give it a “Like” and consider marking it as the “Best Answer” to assist others with similar issues.
Docusign Employee
July 9, 2024

Hi @jamesg,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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