Hello,

Thank you for reaching out here in the DocuSign Community.

You can apply changes to any envelope or recipient that has not been marked as completed.  

Once a recipient completes their action (or the envelope), the system will not accept any further alterations, also, once a recipient completes their action the system will block the documents from any alteration.

You can find more details regarding how to correct an envelope, here: https://support.docusign.com/en/guides/ndse-user-guide-correct-documents

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Hi,

When uploading a PDF i need the recipient to fill in the the ansewrs and mark yes or no. How can i make it fillable?

Hello,

Thank you for reaching out here in the DocuSign Community.

Sure, this can be done by going to:

1. Manage
2. Click on "New" and then "Send an Envelope"
3. Once that is done, the recipient tab will open, and you can add your documents and recipients, you can also add a custom email subject and a custom email message if needed.
4. Select Next and on the left side of your screen you will see the available fields that you can drag and drop on to the document, for yes and no questions you can either use Radio Buttons (that will allow the selection of only one option) or check boxes with a specific validation only to choose one: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=szs1578456506954.html&_LANG=enus
5. Lastly, select "Send"

For more information on how to add fields, please view: https://support.docusign.com/s/document-item?bundleId=ulp1643236876813&topicId=vds1578456270396.html&_LANG=enus

If you don’t have the option to send an envelope, it could be due to several reasons:

• The DocuSign Admin at your company neglected to add the permission to send documents to your User Profile. If that’s the case, you’ll need to contact the DocuSign Admin to get your user permissions updated.  

• You’re logged into the wrong account. Please confirm that you are logging into the correct account with the proper email address and password. 

• Some accounts are configured for users to utilize templates to send envelopes. If that’s the case, you will need to contact the DocuSign Admin at your company to review your User Profile settings. 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Is there a customer service number I can call? Thank you Tim 

Hello,

Thank you for reaching back.

If you need to get in contact with customer service, the best way to do so is by opening a case and requesting the preferred contact method to be a callback. You can open a case by going to: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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