+1Hello all,
I have uploaded a document for a new supplier and when I run the report, it didn’t capture the details for this new supplier.
Upon checking, I noticed that I forgot to select the Party type. I’ve tried to update it thru Party List CSV file but to no avail.
Can someone please advise on how to edit this? Thank you.
Kind regard,
IC
Best answer by Alejandro.Ramos
Hi
Thank you for reaching out to the Docusign Community.
Is the Party Type a field in your envelope? If that is the case, and the envelope was completed, the system will not accept any alterations of the document.
Under these circumstances, you will need to recreate your envelope. To save some time and effort, I would recommend copying your envelope as described below:
Copy Envelopes
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
Thank you for reaching out to the Docusign Community.
Is the Party Type a field in your envelope? If that is the case, and the envelope was completed, the system will not accept any alterations of the document.
Under these circumstances, you will need to recreate your envelope. To save some time and effort, I would recommend copying your envelope as described below:
Copy Envelopes
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
I hope you are doing well.
I would like to confirm if you could solve your issue by utilizing the suggested solution?
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,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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