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UPDATING COMPLETED ENVELOPE

Forum|Forum|2 years ago
April 2, 2024
5 replies
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Hi. How do I resend an envelope to a signee if they’ve missed filling out some important information? It won’t always be a required field. Thank you.

eSignature

Best answer by Alexandre.Augusto

Hello, @fcolvin

Welcome to the DocuSign Community!

Is the envelope already in the Completed status? If so, you’ll need to send a new envelope. You can copy the previous completed envelope then send it again or just start from the scratch.

Now, if the envelope is in Waiting for others status, you can Correct the envelope, add again the signee in question, put the fields that you want must be completed (if you don’t want again your signee skipping those fields, mark them as Required. Complete the correcting, Send it.

Marking fields as required will prevent such situation.

Also, there is a feature called Conditional fields. It permits to make a field appears based in a previous option selected by the signee. Perhaps, it’s something you could consider. Watch this video to learn how to use Conditional fields.

I hope that helps!

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @fcolvin

Welcome to the DocuSign Community!

Is the envelope already in the Completed status? If so, you’ll need to send a new envelope. You can copy the previous completed envelope then send it again or just start from the scratch.

Now, if the envelope is in Waiting for others status, you can Correct the envelope, add again the signee in question, put the fields that you want must be completed (if you don’t want again your signee skipping those fields, mark them as Required. Complete the correcting, Send it.

Marking fields as required will prevent such situation.

Also, there is a feature called Conditional fields. It permits to make a field appears based in a previous option selected by the signee. Perhaps, it’s something you could consider. Watch this video to learn how to use Conditional fields.

I hope that helps!

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

C

Christopher.Alpizar

Docusign Employee

Hi @fcolvin,

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.

N

Nelliapp17Doc

Newcomer

I submitted my envelope, which has been accepted. But I understand that I have to submit a video of myself. Could it be possible to advise me how I can send it? Please make it as simple as possible.

M

Ma.Cubio

Community Moderator

Hi @Nelliapp17Doc ,

Thanks for your question, and welcome to the Docusign Community!
Have you signed an envelope already, or are you still in the process of authenticating to proceed with signing the envelope? Please share more about your concern. That’ll help me (and the Community!) give you the best possible answer.

I'm looking forward to hearing back from you!

— Ma. Cassandra | Docusign Community Moderator

M

Ma.Cubio

Community Moderator

Hi @Nelliapp17Doc

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

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