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How do I edit a completed document and then resend to recipients for initials?

Hello,

Welcome to the DocuSign Community!

If your document has been completed, but changes are needed and you require the recipients to initial those changes, you will need to re-send the envelope:

1) Download the completed envelope to your computer

2) In DocuSign, Click "New", then "Send an Envelope"

3) Upload the downloaded document with current signatures and information.

4) Add your recipients to the envelope

5) Make desired changes using the fields available. eg:

Place a text box over a sentence you wish to change, and type "XXXXX" or "-------" over the existing sentence to cross it out, then place another text box in an open area of the page to enter your new verbiage.

6) Place initial fields for the recipients to initial the changes you have made

7) Send your envelope.

For future documents, it may be easier to use collaborative fields or Document Markup. Please note that these features are available with only certain Plans and that, if available, need to be enabled on your account by either DocuSign Support or your Account Manager, and you would need to contact them directly with that request. Here is some documentation to get you started though:

https://support.docusign.com/en/guides/ndse-user-guide-collaborative-fields

Have a Terrific Tuesday!

Thank you.

 


Does this count as an additional envelope sent?


HI. Yes, it counts as a new envelope sent.


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