DocuSign: How to send a revised document when an existing document is out for signature

05/29/2024 11:13 am EDT

This process locks down DocuSign so that only one document is out for customer signature at a time.

If you need to send an revised document, follow the process below.

Verify document is out to the customer

  1. Click the dropdown menu
  2. Check to see if Send for signature DS displays
    1. If is not visible = document is already sent to the customer. To send a new one, you must void the previously sent one.

b. If Send for signature DS does display = no document is out to the customer. Follow your normal process to send a new document.

Void existing document 

  1. Go to Related tab
  2. Locate document
  3. Click Void Envelope

  1. Type in reason for voiding envelope
  2. Click Void

Send revised document

  1. Go to the Details tab

NOTE: Refresh page. Can take up to approx 1 minute for the Send for signature DS option to display.

  1. Click dropdown menu
  2. Select Send for signature DS and go through the normal process to submit a document - DocuSign Steps

For a video on this process, watch it DocuSign Lockdown-20240529_093446-Meeting Recording.mp4.

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