Ability to adjust an envelope in DocuSign once it's been sent.
After an envelope has been sent for approval, it would be really useful if the envelope originator or admin could have the access to reassign it to another person without having to void the contract and recreating the envelope. This would be for example in case a signatory has left the business and someone new needs to sign.
Jemina Baker
shared this idea
Thanks for your suggestion. We have now built this feature and made it available in version R125.
More details of the new feature can be found here:
https://success.medius.com/release-notes_s2c/R125/#new-correcting-a-docusign-envelope
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AdminHuzy Bahadur
(Admin, Medius Group )
commented
Multiple suggestions to allow amendments to DocuSign envelopes post publishing, have been merged together. We are currently reviewing the work required to build and deliver a feature called DocuSign Correct. This will handle all ideas that have been merged into this one.
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AdminHuzy Bahadur
(Admin, Medius Group )
commented
Thanks for your suggestion. We have chosen to move forward with this idea as part of our roadmap.
Please keep an eye on our Success Portal for further updates.
(Edited by admin) -
EUGENE MCGEADY
commented
The current process 'locks' the envelope meaning it cannot be amended and thus it would lead to continual VOID/REDO whereas in DocuSign itself the process enables CORRECT.
As a regulated bank thus our use of Medius and associated interface is not occurring as user perception is its not fit for purpose. This is a cost of quality and leads to manual effort of bringing completed documents back to Medius manually. With other providers the mapping does not use a single account but links users to their account on DocuSign and there is no locking. This would be of great value to do similar.
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Helen McCorry
commented
I have encountered this many times, and have had to create the envelope again. It would be very useful.