Hello @marnelle.jalandoon,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you want to know if you can update the settings or if you will need to configure a new one and delete the older one.

To better assist you, what is the current version of Docusign Retrieve that you are using?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Thanks for the reply Christopher, currently using DocuSIGN Retrieve 3.6.9.0

@marnelle.jalandoon 

I recommend you upgrade to the latest version of Retrieve.  On that version, you should be able to save the settings and use it as needed.   On the new version, the configuration is more intuitive, and you can save the settings based on your use case.

Hello @JohnSantos , This was the version sent to me by DocuSIGN Support, what is the latest version of DocuSIGN Retrieve ?

@marnelle.jalandoon 

The current version is 4.2.1.  Docusign Retrieve 4.2

Hi @marnelle.jalandoon,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.