This page is a draft and is still being edited
- Having the ability to add recipients to a document in DocuSign can be very important in instances when you realize that someone who needs to sign a document is not on the role list
- You can NOT add recipients to documents that have been completed, declined, or voided
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- Once you have opened an envelope, click Correct, which is located above the Recipients heading. How do I get to this point?
- At the bottom of the recipient list, click the button labeled Add Recipient
- Edit the number in the box to the left of the new recipient role to reflect the order in which the new role should receive the document
- Enter the name and email address of the recipient you would like to add
- Select what the new role is required to do to complete the document in the drop-down menu found next to the More menu. The default option is that the role needs to sign, so the menu appears as Needs to Sign but clicking it will make other options appear. Depending on what requirements the new role has, you may need to add fields to the document in the next step. For example, if you need the new role to sign the document you must add a signature field for them to sign as nothing had been created for that role in the document as it is new.
- To get rid of changes made to an envelope, click Discard Changes, which will delete any unsaved changes you just made.
- To save changes, click the Next button at the top and bottom of the right side of the screen followed by the Correct button
- Depending on what requirements the new role has, DocuSign may ask you to add fields for that role. For example, if you require a new role to sign the document, you must add a signature field for them. How do I add fields?
- Clicking Correct also resends the document to whoever is currently signing it so that recipients will have an updated copy for signing
You can resend a document to someone who has already completed it by adding them to the role list again using the Add Recipient button. This could be useful if a recipient has completed a document that you have since made edits to and need them to sign on the edited version as well.