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How do I view what Reminder and Expiration dates I have selected for an envelope? These are open documents, and I didn't write down the advance options I chose

C
Docusign Employee
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How do I view what Reminder and Expiration dates I have selected for an envelope? These are open documents, and I didn't write down the advance options I chose

Best answer by Community Expert

When envelopes are created they use the default set for the Account. So if the default is set under Admin Console > Reminders and Expirations, every new envelope should use these values by default whether creating one envelope or 300 using bulk send.

Unfortunately if you sent out 300 envelopes and the Reminders were set to 3 days, there is no way to my knowledge to bulk change all 300 envelopes to say 5 days instead. You would need to correct each envelope.

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4 replies

C
Docusign Employee
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If you are the Sender then I would suggest just to go into "Correct" on the envelope, check the values and then exit correct mode (Discard Changes). Therefore you see the settings chosen without making any changes to the envelope.

C
Docusign Employee
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I am the sender. Is there a way to change for all that we bulk sent?
C
Docusign Employee
Forum|alt.badge.img

When envelopes are created they use the default set for the Account. So if the default is set under Admin Console > Reminders and Expirations, every new envelope should use these values by default whether creating one envelope or 300 using bulk send.

Unfortunately if you sent out 300 envelopes and the Reminders were set to 3 days, there is no way to my knowledge to bulk change all 300 envelopes to say 5 days instead. You would need to correct each envelope.

C
Docusign Employee
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Thank you very much!!!

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