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I think I know the answer, but I want to confirm to make sure we’re optimizing our envelope usage.  If I have multiple documents for a signatory, can I send them in multiple/separate emails and still count it as an envelope? Can I add a document to an envelope once it’s sent? For instance, I have a new hire, I’ve sent an envelope, but I realized I forgot to include something in the original envelope...

Hello ​@JBEA,

Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community. Rest assured that I will do my best to help you.

In Docusign, an envelope is a container that holds documents and recipient information. When you create an envelope, you can include multiple documents. If these multiple documents are sent to multiple email addresses in a single transaction, they will count as an envelope.

Yes, you can still add a document to an envelope that's in progress (Created, Sent, or Delivered, but not yet completed) by using the “Correct” option. To correct an envelope you may follow the steps on this link.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

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

 

 

 

 


Hello ​@JBEA,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Jenny | Docusign Community Moderator

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


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