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Review and Edit only

  • January 14, 2025
  • 2 replies
  • 44 views
M
Newcomer
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We have standard Docusign, and I need to be able to send contracts to vendors in a review / edit only mode, but so far only have the option for people to Needs to Sign, In Person Signer, Receives a Copy, Needs to View and Specify Recipients. 

Do I not have the option to send for review / edit because of my plan or is there a feature I have not turned on - and cannot find - that needs to be turned on. 

I have searched and searched and not found an answer to this. Would love it if someone smarter than I knew the answer. 

Best answer by Michael.Rave

​@MtnElk 

The external review functionality is part of the Docusign platform, but within the CLM module. It is designed for the negotiation phase and redlining the document before sending it for signature.

Docusign eSignature is designed to automate the signature process for already finalised documents. 

As the documents have already been converted to PDF, you cannot make changes at this point anymore. Hence the review of documents should have been completed before Docusign eSignature is leveraged.

There is an option to enable comments, which the sender could interact on with the recipients. He could also create and upload a new version by correcting the envelope, but this would be an exceptional use case.

“Needs to Sign” means that the recipient needs to interact with the document, either by adding values to fields and/or initialing or signing the document.

2 replies

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • January 15, 2025

​@MtnElk 

The external review functionality is part of the Docusign platform, but within the CLM module. It is designed for the negotiation phase and redlining the document before sending it for signature.

Docusign eSignature is designed to automate the signature process for already finalised documents. 

As the documents have already been converted to PDF, you cannot make changes at this point anymore. Hence the review of documents should have been completed before Docusign eSignature is leveraged.

There is an option to enable comments, which the sender could interact on with the recipients. He could also create and upload a new version by correcting the envelope, but this would be an exceptional use case.

“Needs to Sign” means that the recipient needs to interact with the document, either by adding values to fields and/or initialing or signing the document.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
R
Community Moderator
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  • rodolfo.napayCommunity Moderator
  • Community Moderator
  • January 24, 2025

Hello ​@MtnElk ,

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

 

We have noticed that you have not replied on your post, please let us know if you need further assistance with this.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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