I am sending a client a W-9 but it keeps getting voided before the client can even attempt to sign. An email is sent out saying that I voided the envelope, but I did no such thing. This has happened (3) times now.
Time #1: Sent new template with W-9
Time #2: Copied voided envelope to resend
Time #3: Started over with a new template.
Hi
Welcome to the Docusign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that your envelope is being voided before it is signed by your recipient, but I will assist you in solving the issue.
Your envelope’s expiration settings can be managed in the envelope’s advanced options, as long as an account administrator hasn’t locked the option in the account settings.
For detailed steps on how to manage your expiration settings, see:
Set Advanced Options for an Envelope or Template
If you would like to confirm the reason why your envelope is being voided, you can also refer to its History, or Certificate of Completion.
You can find more details on how to view your History, here:
Feel free to let us know if you need further assistance with this.
Thank you for using Docusign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Hi
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?
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,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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