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Hi everyone,

We currently have a signing workflow in DocuSign with the following signing order:

  1. Account officer

  2. Client

  3. Account officer (again)

  4. Compliance

The idea behind this workflow is that the account officer can review the information completed by the client and, if there are any errors, correct them before sending the envelope to compliance.

Problem:
In practice, the account officer often skips the review and forwards the envelope directly to compliance, who then finds the errors. My question is:

Is there any way for the compliance user, without voiding or declining the envelope, to send it back to the previous signer (in this case, the account officer) so they can make the necessary corrections and then continue the workflow as normal?
We want to avoid canceling the envelope or having to restart the process. Ideally, we’re looking for a way to simply “send it back” one step for corrections.

I would appreciate any suggestions, experiences, or workarounds you might have.

Thanks a lot!

Hello ​@a.k.sangui,

Thank you for reaching out to the Docusign Community! We appreciate your question and are happy to share our knowledge with you.

I understand your inquiry about a method to return an envelope to a previous recipient for corrections without voiding or canceling the envelope and restarting the process. This is a great question!

While a direct "send back to previous signer" feature is unavailable, you can achieve a similar outcome using Collaborative Fields. When a change is made within a Collaborative Field that requires initials, the envelope routes back to the earliest signer, prompting them to initial the suggested change. You can leverage this logic to force an envelope to route back to the person who needs to review the document once again. Another is for the Compliance officer to utilize the Document Markup. Signers can use document markup to negotiate changes to documents. Using the Mark Up field, a signer can obscure portions of a document. Optionally, they can add text to the field. Like collaborative fields, all signers must review and approve all markup changes. Mark up events are recorded in the envelope History and in the Certificate of Completion.

To determine suitability, we recommend conducting tests tailored to your specific needs. We also encourage you to share your product suggestions and feature requests on our dedicated ideas page for review by our development team for possible implementation. The best place to share this idea is on our Ideas board: Submit a feature request. That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and it provides a space to vote on ideas submitted by other members.

I hope this is helpful. If you consider the response above useful, please click “Select as Best” to mark it as the “Best Answer ✅.” This will assist other users with similar questions in finding it more easily.

Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

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