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I have a document with 6 e signatures on it, 5 have completed, but the final 1 has noticed his title is incorrect, is it possible to edit the document to amend their title

Hi,

Thank you for reaching out to the DocuSign Community.

You can always correct the details of envelopes that are in process, that you sent or someone shared with you. You will be able to correct the recipient information (name, email and add additional recipients or remove them), email subject and message, fields, and document information.

To correct an envelope you will need to:

  1. Go to the Manage tab.
  2. Click on the Sent folder.
  3. Locate the envelope in question.
  4. On the right side of the screen click on the dropdown and select Correct.
  5. Click on the Next button, and verify that the recipients were assigned the correct fields (The fields you add to your envelope apply only to the selected recipient and are color-coded to match the recipient's color.).
  6. Click the correct button.

However, if the recipient is referring to a title that was added to the original document and not a title/text field that you added to them, I'm afraid that since the other recipients completed their section already the envelope document will be locked and you won't be able to replace it, you will need to create a new envelope.

Please keep in mind that currently, correct is only available to users with paid DocuSign plans. Free accounts cannot use the correct feature. In addition, Correct is not supported in the DocuSign iOS mobile app or in mobile web browsing, and some accounts have only a more basic correct feature, which supports correcting some of the recipient information only.

Here are some resources you might find useful:

Correct Envelopes 

To delete or replace a document in an envelope

Add Fields to Documents

Copy Envelopes

If you believe that you need further assistance, or require the assistance of a live agent, you can always create a Support Case to have a Support agent work with you. 

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

If you are not able to open a  Customer Support case via the above link, you can scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

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

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator


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