After Changes to Collaboratives fields, agreement NOT automatically getting rerouted for sign off

After doing a deeper search through Community - I came across this post about Power Forms and the initiating signer not being able to get an email if there were changes….

I understand the idea of several approvals, however, what I mean from the previous comment is that Powerforms are usually Direct (the signer clicks the link and goes into the document), by doing so the signer becomes an embedded signer which would not allow the envelope to return to them once the signer completes their action, one of the characteristics of the collaborative fields is that you can choose to have the previous signers initial the changes made to their fields by one of the approvals, but in this case, as the recipient is embedded they can not initial the form and it will remain stuck. If the Powerform has email validation (meaning the signer clicks the link but instead of being taken to the document, they get an email with a link to the document) all of the above can be possible.

If this post is correct I would need to enable email validation and ensure the fields are set to Collaborative and require the initials for changes.  This would allow for a automatic email to the first signer to review changes

Does this sound right?  Is there an easier way?

Much Thanks!

Hi @Barry Goldstein,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

If you enable the option  email validation do you still get the same issue?

What are your current envelope delivery options? Envelope Delivery

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.