You can disable Reminders through the Advanced Options on the envelope. If this was already sent, go to the "Correct" option then Advanced Options and uncheck "Send automatic reminders", Save and finish correcting.

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Hello!! I cannot locate the "Advanced Options" in my set up? Would you be so kind to assist?  Thank you!

@Donna Jane Bacon​ Are you creating a new envelope from a Template or correcting an envelope? Typically the "Advanced Options" Edit is located by the email messaging near the bottom of the envelope in which you are adding Recipients. Perhaps a screenshot of what you currently see could help.

So you are "correcting" an envelope due to a mistake on the document that was sent? Sounds like if the Recipient has not signed and there is a mistake on the document you could "correct" the envelope and switch out the document. But I need more exact information on exactly what you need to do to the envelope. Turning off "reminders" will stop new email notifications to that Recipient but it will not change the document.

Not sure I understand what is happening or how. Did you send this new document in a new envelope or did you correct the original envelope and adjust the document?

"Voiding" the envelope would stop Reminders especially since this is an envelope with a document with the wrong phone number. That seems like a better option than changing the Reminders because the envelope would still be active if you don't void it and as you mentioned you sent a new document to the Borrower with the appropriate email.

Note, as the Sender you still should be able to correct an envelope. Have you tried correcting and going to the area where you see the email subject and body, to locate the Advanced Options. Again not sure why you are not seeing that option but I am also not sure exactly where you are looking without the ability to see your screens.

Perhaps the disconnect is the DocuSign plan or type you use. Is this DocuSign for Real Estate and does this revolve around Transaction Rooms?

Maybe if you gave me the steps you use to send the document I could relate to the question and possibly the answer. I use an Enterprise DocuSign account and I create an envelope in which I add document(s), Recipients and tags, the envelope is basically the container. Outside of Real Estate Accounts I am unawrae of other methods of sending a document through DocuSign outside of an envelope.

Excellent thank you for the steps, we are making some headway. By using the Template you are creating an envelope with the details of that Template. as you noted you see the Advanced Options here, then you add the document,, Recipients, tag and send. Now when you "correct" you are stating that you do not see Advanced Options which I believe is because the interface you use is different then mine. When you "correct" do you see "Add, Select, Prepare, and Review" across the top? If so then the Reminders can be changed on the "Review" step on the "Options" in the right corner, next to the word "Summary".

https://support.docusign.com/en/guides/dses-user-guide

The guide does a step by step on "correcting an envelope which should be helpful.

Check that there are no "filters" applied to that Folder, which is the only thing I can think of that would cause envelopes you "Sent" not to show up, unless of course you delete them or move them to another folder....