How do I change the recipients of a document?

Changing the roles associated with a document can be useful in instances where someone listed on the role list is unable to sign at the moment, thus holding up a document. You have the ability to change the role to someone who is currently available, keeping the document moving.
You can also change the order in which roles receive a document and what each roles' requirement is in relation to completing a document.
You can NOT edit the role list of documents that have been completed, declined, or voided.

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Navigate to your envelopes and select the envelope for which document you would like to edit. How do I do this?
Click Correct, which can be found above the Recipients heading on the left side of the page.
To change the order in which roles receive a document, edit the number in the box to the left of each role to reflect what you want the order to be.
To change who receives a document, edit the names and emails associated with each role to reflect who you want to receive the document. This is also helpful to fix misspellings in recipients' names and emails.
To change the requirements of each role, choose what you want each recipient to do in order for their role to be considered complete in the drop-down menu next to the More menu.
To discard changes, click Discard Changes, which will get rid of all of your unsaved edits.
To save your changes, click the Next button found on the right side of the top and bottom of the screen followed by the Correct button.
- Depending on what requirements you chose for roles, DocuSign may ask you to add fields for edited roles. How do I add fields to a document?
- The Correct Button also sends an updated copy of the document to whichever role is currently signing to that they can sign an updated document.