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How can I as sender check which tasks I assigned to a signer (drop box, option box, signature, initials, ...)?

  • January 31, 2024
  • 1 reply
  • 22 views

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I sent an envelope to two persons. One person only needs to complete a text box and initial the document. The other person needs to tick boxes from the option boxes and sign.

I can't recall which person had to do what. Is there a possibility to check this after I have sent the envelop already?

Best answer by Alejandro.Ramos

Hi Tina,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you want to confirm which fields were assigned to your recipients, and I will walk you through the steps to set this up.

 

You can view your envelope configuration (before the envelope is completed), by correcting it.

 

To correct your envelope, click on Manage>Sent>Actions>Correct.

 

For detailed steps on this process, see:

 

Correct an Envelope

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

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  • Community Moderator
  • 2070 replies
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  • February 1, 2024

Hi Tina,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you want to confirm which fields were assigned to your recipients, and I will walk you through the steps to set this up.

 

You can view your envelope configuration (before the envelope is completed), by correcting it.

 

To correct your envelope, click on Manage>Sent>Actions>Correct.

 

For detailed steps on this process, see:

 

Correct an Envelope

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day!