How do I correct an envelope in DocuSign?
Correct an Envelope in DocuSign
- Access the DocuSign Room that contains the envelope you need to correct.
- Click the Envelopes tab, at the top of the page.
- From the Envelopes page, right-click on the desired envelope, and select Correct.
- Make your corrections.
- Once you have made your corrections, click Send.
Can you make corrections on DocuSign?
The person who initiated a form in DocuSign (or the sender) can make changes to recipient information as long as the form has not yet been completed and the recipient has not yet completed their task on the form. Clicking on the button labeled “Correct.”
Can a DocuSign document be edited after signing?
Prior to completing the envelope, a Recipient/Signer could use the Markup feature if enabled. However, once the envelope has been completed, signed by all requested signers, the associated document cannot be modified/edited.
What happens when you correct a document in DocuSign?
When correcting a document, ensure that you complete the process by either clicking Correct or Discard Changes. If you open a document to correct and close your browser without saving the changes, your recipients will not be able to access the document.
Can you edit document in DocuSign?
Select “Sign a Document” and upload the TAP application. 3. Tap the Text icon in the left column and drag it to the area you need to edit. Then put a new text box next to the area you want to change and put the corrected information.
How to change the envelope status in DocuSign?
For the envelope status, if you leave the Correct view before sending the envelope by either the DISCARD CHANGES or Go Back button, your changes are discarded and the status reverts to the previous state. If you close the browser window, the envelope remains in a correcting state until you continue:
How to correct the Sent folder in DocuSign?
In your DocuSign account, navigate to the Manage page. Select the Sent folder. The correcting filter can only be applied to envelopes in your Sent folder. Click FILTERS to open the filter options.
Can you correct an envelope in in process status?
You can correct the information in a sent envelope that is in the in process status. You cannot correct envelope in the completed or voided status. When should I correct an envelope? This can be helpful if an envelope was sent to the wrong email address or routing order was used in the original envelope.
Can you correct a document that has already been signed?
You cannot correct anything (fields, documents, recipient details, etc.) for a signer who has already signed. Why can’t my signer access the document I’ve corrected? When correcting a document, ensure that you complete the process by either clicking Correct or Discard Changes .