Recipient set as "Allow to Edit" - edits they made are not saved
Recipient #1 was set as “allow to edit”.
They got into the envelope fine, added an additional document to the envelope, and then edited/added a number of fields. All was looking good until they realized there was one last thing they needed to edit BUT they wouldn’t be able to do it until the next day.
Pleased they were almost finished, they looked around to press save on all of the edits they had made thus far so they could return and finish it off the next day but, alas, there seemed to be no “Save” function.
Ok it was me --- I looked around everywhere but could not find a “Save” option. I tried a bunch of different things and sometimes it looked like it was paused in “Correcting” mode and changes I had made were saved but then I’d go back in later and the changes were gone and it was back to the original version.
Is there something I’ve missed that will for sure save my progress on changes I’ve started but not finished?
Thx!
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Hello @Caro,
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
The "Finish Later" option will automatically save the data entered into the document fields by the signer and will allow accessing the signing session saved through the email notification link at a later time. You may also refer to the sender for this matter so sender can check it on their end or if by chance they did try to correct the envelope same time you’re on the signing process.
For more details on this topic, you may check this relevant article.
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Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Thank you this provided more clues but it didn’t get me there.
In my capacity as an “allow edit” recipient, I don’t have the option of “Finish Later”. Discard Changes is my choice per screenshots below.
I see from the link you provided to Other Signing Actions and the Finish Later feature, it says: “Note: Depending on the settings the sender has enabled for your documents, some options are not available.”
Could it be that I have to set up “Finish Later”? (I have admin access but i can’t see anywhere that seems to relate to this)
Hello @Caro,
I’m sorry that the issue is still unresolved. Let me do my best to help you. Based on the screenshot you provided; I can confirm that you are the sender of the envelope. If you are done correcting the document all you have to do is to click on the “Correct” button on the lower right corner and it will resend new link to your recipients.
For future reference, you may also check this relevant article Correct an Envelope You can make changes to the in-process envelopes you send or have access to.
From the Agreements page, locate the in process envelope for which you want to correct information.
Click the more options icon and select Correct.
The Prepare view appears, with the status Correcting and you can edit the documents, recipient information, and fields.
For recipient details, you can change the email address, name, routing order, recipient action, private message, and authentication.
To modify the expiration date or reminder details, or change recipient signing options, select ADVANCED OPTIONS.
For the message to recipients, you can modify both the subject and the message. The subject is used for both your email subject, and the envelope title. If you correct it, the updated subject becomes the envelope title and the updated message is shown to all signers in their email notifications.
When you are done editing the Prepare information, click NEXT.
Delete, modify, or add fields as needed, then click CORRECT to reissue the document to your outstanding recipients whose turn it is to sign.
The envelope is corrected and returns to the previous status state. If you modified recipient information, in process recipients receive a new email notification, which contains a new link to the envelope. Links in any previously received email notifications will still work for recipients unless you have changed their email address. In that case, links in any previously received email notifications will no longer work and the recipient must use the link in the new email.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Thank you again - I appreciate it.
But I think maybe my actual question got lost in the shuffle. I don’t want to finalize the corrections yet and have it sent to the recipients.
I’m the first recipient - with “allow edit”. I start my edits but want to save my edit-progress and “finish later”. I don’t seem to have the ability to stop and “finish later”. Only “discard changes” and start from scratch.
Did I miss something?
C.
“I see from the link you provided to Other Signing Actions and the Finish Later feature, it says: “Note: Depending on the settings the sender has enabled for your documents, some options are not available.”
Could it be that I have to set up “Finish Later”? (I have admin access but i can’t see anywhere that seems to relate to this)
Hello @Caro,
I hope you are doing well.
Expect that there is no finish later in the process of ‘allow to edit’ in the recipient's UI, it would show correcting. If the details you are editing/correcting is not yet final you may instead void the envelope, recreate then copy then save as drafts. You may also try adding signing order then try to use the Send Later feature then check on this article Schedule an Envelope to Send at a Future Date and Time.
Allow To Edit should be used if you want to grant full correct rights for an envelope to another Docusign user. This manager type can edit the entire envelope, using the correct mode to make changes. This manager type requires a Docusign account, but the manager is not assigned any fields.
In addition to the manager, you can add role and named recipients, which the manager can review and edit, or you can send the envelope only to the manager. The manager can edit the envelope to add recipients and make other changes, or she can complete it as is with no changes.
Example — Multiple Review Process
A paralegal at a law firm writes up a contract for their client to sign. It requires one of the lawyers on staff to review it before it gets sent out. The paralegal adds the lawyer as a recipient (Editor) and sets the option to Allow To Edit. The lawyer logs in to his Docusign account and clicks Manage to open the envelope details view and selects the Edit Envelope button. This opens the envelope in correct mode. The lawyer makes the necessary changes to the recipients and fields and the updated envelope is sent on to the client.
Follow the basic steps of setting up an envelope in the Prepare view.
Add the manager name and email at the desired signing order position.
Select Allow to Edit from the Actions drop down.
(Optional) Add unspecified role recipients for the Allow to Edit manager to fill in or named recipients, which the manager can review and edit.
If you do not add any other recipients, the manager will receive your envelope and can edit it to add recipients and make other envelope changes, or they can complete the envelope as is with no changes.
Finishing preparing your envelope as usual and send it.
The Allow to Edit manager receives an email notification to review your envelope recipients, and the envelope is listed in their Docusign Inbox with a MANAGE action.
The manager clicks MANAGE to open the envelope details view. Here the manager can review and edit the envelope, and, once all recipients have been specified, complete and send it on to the next recipient.
EDIT ENVELOPE - Opens the envelope in correct mode so the manager can provide name and email information for any unspecified role recipients, and make any needed updates to recipients, envelope details, and recipient fields. Once the manager finishes correcting the envelope, their responsibility for the envelope is completed and it is sent on to the next recipient.
COMPLETE AND SEND - If no changes are required, the manager can use this option to complete their action and send the envelope on to the next recipient. This option is only present if all recipients have been specified.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello @Caro,
I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.
Let me know and I will gladly help you address the situation as soon as possible.
Best regards, Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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