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Can I remove a signer from the workflow after they have signed the document without deleting their signature?

  • June 19, 2019
  • 1 reply
  • 30 views
C
Docusign Employee
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We have issued several documents to supervisors and executive leaders for signature based on annual reviews. As the HR Payroll Administrator, I am the final signature as I update payroll if needed.

We have determined that an editable piece of information should be removed from the document as it is no longer necessary. I am deleting that information and initialing but it is now sending it back to the beginning of the workflow for all supervisors to sign again.

Is there any way to make the change, initial and then finish the document without it having to be resigned by the other 4-5 parties involved in the collaboration?

Best answer by Community Expert

When this envelope was created it was created with a Collaborative field. Every collaborative field has options that can be enabled or disabled and one of those options is "Change Requires Initials". From your description that is enabled on the collaborative field. You can attempt to "Correct" the envelope and disable that setting for the collaborative field. The setting "Changes Require Initials" is all or nothing, it cannot be enabled for just specific Recipients in the workflow process.

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C
Docusign Employee
Forum|alt.badge.img

When this envelope was created it was created with a Collaborative field. Every collaborative field has options that can be enabled or disabled and one of those options is "Change Requires Initials". From your description that is enabled on the collaborative field. You can attempt to "Correct" the envelope and disable that setting for the collaborative field. The setting "Changes Require Initials" is all or nothing, it cannot be enabled for just specific Recipients in the workflow process.

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