New Voice

Solved

Change to email message after first signing?

4 replies
232 views
Translate All

I want to change the email message I created before send the document for signature. Is there a way?

eSignature

A

Alejandro.RamosAnswer

Docusign Employee

Hi @StacieB,

Thank you for making us aware of this issue.

Try editing your template in Templates>My Templates>Edit (next to your template). You should have the option to edit all the templates you own and are listed in this folder.

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!

D

David.Schmitz

Hero

@Mo Pool Man If you have a Template created and you are the owner of that Template you can edit the email messages prior to creating the envelope if you want to update the Template. You can also create a new envelope from a Template and make the changes prior to selecting “Send” by going in the “Advanced Edit” mode of the envelope to make the modifications you need, then Send. Altering the Template means you want all new envelopes to contain the updated text. Updating the envelope created from the Template means you are just making a small adjustment for that particular envelope.

Translate

A

Alejandro.Ramos

Docusign Employee

Hi @Mo Pool Man,

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!

Translate

S

StacieB

Newcomer

@Mo Pool Man If you have a Template created and you are the owner of that Template you can edit the email messages prior to creating the envelope if you want to update the Template. You can also create a new envelope from a Template and make the changes prior to selecting “Send” by going in the “Advanced Edit” mode of the envelope to make the modifications you need, then Send. Altering the Template means you want all new envelopes to contain the updated text. Updating the envelope created from the Template means you are just making a small adjustment for that particular envelope.

I’m the owner of the template and I want to edit the Email Subject of the envelope before I send it out each time I use template. The Email Subject & Email Message are greyed out. I don’t have Advanced Edit, just Advanced Options. Am I overlooking something when I create the template so I can edit the envelope each time?

Translate

A

Alejandro.Ramos

Answer

Docusign Employee

Hi @StacieB,

Thank you for making us aware of this issue.

Try editing your template in Templates>My Templates>Edit (next to your template). You should have the option to edit all the templates you own and are listed in this folder.

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!

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.