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How do you edit a document that has already been sent to a recipient to sign?

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. 

If what you need to change is the document itself, it can be possible if no recipient has signed, you can use the option to replace the document to not lose any fields that were on the previous one, but if someone did, you would need to void the envelope and send a new one with the correct document. If the document is locked even if no recipient has signed, then you would also need to void it and send a new one out for signature.

You can find more details regarding how to correct an envelope, here: 

https://support.docusign.com/en/guides/ndse-user-guide-correct-documents 

If you need further guidance, you can create a Customer Support case and have a Tech Support Expert take a closer look at your setup. 

https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, scroll down further on 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.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards,

Nathaly | DocuSign Community Moderator


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