Is it possible to add a new document to an existing envelope and send it to a recipient with "completed" status?

Hello ​@rick.coding 

Yes, this functionality is possible to create in Docusign using the eSignature API and the Correct feature, combined with a manual process to identify recipients.

The general process is to:

Add the new document to the existing in-process envelope.

Add any necessary tabs/fields on the new document for the recipients who haven't completed signing.

Correct the envelope to send the new document only to the remaining, incomplete recipients.

The key challenge is the precise control over which recipients get a new email notification. When you correct an in-process envelope, Docusign re-sends a notification to all outstanding recipients whose turn it is to sign (or view, etc.). Recipients who have already completed their actions will not receive a new notification, as desired.

Regards,

Mahmoud

​@rick.coding 

Let me add to what ​@Mahmoud.Essam has already shared regarding the “Correct” functionality and your specific question.

The “Completed” status is a final state, which means no further changes can be made. This applies both to the recipient who has completed the envelope and to the envelope itself, neither can be corrected once the status is “Completed”.

Therefore, you’ll need to check within your application what the current status of the envelope and the specific recipient is. This will help you determine whether you can still make corrections or if you’ll need to, for example, send a new envelope with the second document to the recipient. 

Alternatively, you might consider adding the same recipient again for the second document, as long as the envelope has not yet been completed and your account settings allow uploading additional documents after someone has already signed.

Maybe you want to share more about your use case for adding additional documents to the same envelope transaction at a later point. While this is possible, it’s generally an exception to do this programatically. If the two documents are not directly related, it’s highly recommended to send them in separate transactions. The Certificate of Completion, which serves as the audit trail for a specific transaction, will only be issued once per envelope and will cover both documents—thus tying them together permanently.