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Ways to let users edit a document?

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Is there a way to route a document to a user and let them edit the document before continuing the routing to the next user?

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Alexandre.AugustoAnswer

Docusign Employee

Hello, @Kate.Persons

Welcome to the Docusign Community!

When sending an envelope with a document you can specify an a recipient as Allow to Edit action. This action can only be assigned for an user in your account, it is not permitted for external users.

Using a signing order, that recipient can edit the envelope and upload a new version of the contract (if it was not signed before, signed documents are blocked for changes). He also can add recipients to route the envelope after his corrections (uploaded a new document version).

Let me know if 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

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Kate.Persons

Welcome to the Docusign Community!

When sending an envelope with a document you can specify an a recipient as Allow to Edit action. This action can only be assigned for an user in your account, it is not permitted for external users.

Using a signing order, that recipient can edit the envelope and upload a new version of the contract (if it was not signed before, signed documents are blocked for changes). He also can add recipients to route the envelope after his corrections (uploaded a new document version).

Let me know if that helps.

Alexandre

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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

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Kate.Persons

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Thanks, Alexandre. That helps. I’ll check that out.

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nathaly.monge

Docusign Employee

Hello @Kate.Persons ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

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

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