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DocuSigned docs that also require initials

T
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I have two documents I got back signed by Docusign recipient. I then realized the signor’s initials are also required.  is there a way to re-send the already signed documents and request initials where required or is it just easier to start over and re-send the docs?

 

 

Best answer by David.Schmitz

@tromero23 If the envelope is fully completed and all Recipients have taken action then there is no options to change or correct that envelope to add additional Recipients or Actions.  If the envelope is not fully completed then you can correct the envelope and add the same Recipient at the end of the current envelope workflow or re-arrange the Recipients to add that Recipient and the action of the “Initials” field.

If the envelope was fully completed the best option is to “copy with field data” , add the new DocuSign fields for the Recipient and send it back through the entire workflow.

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@tromero23 If the envelope is fully completed and all Recipients have taken action then there is no options to change or correct that envelope to add additional Recipients or Actions.  If the envelope is not fully completed then you can correct the envelope and add the same Recipient at the end of the current envelope workflow or re-arrange the Recipients to add that Recipient and the action of the “Initials” field.

If the envelope was fully completed the best option is to “copy with field data” , add the new DocuSign fields for the Recipient and send it back through the entire workflow.

JohnSantos
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JohnSantos
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@tromero23  You best option is to use the Copy with Field Data and resent the envelope. 

 

The field data will include data that the recipient filled out on the first envelope.   Also, include the Initials Field and make it required. 

 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
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Hi @tromero23,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was 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, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

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