Opportunity
There are times when it is appropriate to adjust an envelope during its workflow. This table describes the ways in which an envelope can be adjusted and by whom.
Envelope Editing Options
| Comments |
Edit (Document MarkUp) |
Change Signer | Envelope Correct | Text Field | |
| Where to Turn On Feature |
Department Account Administrator: Comment Settings |
Department Account Administrator: Signing Settings https://admindemo.docusign.com/signing-settings (See screen grab below) |
Department Account Administrator: Signing Settings https://admindemo.docusign.com/signing-settings (See screen grab below) |
Department Account Administrator: Sending Settings https://admindemo.docusign.com/sending-settings (See screen grab below) |
When adding fields during document/template preparation. |
| Functionality |
Recipients can add a Comment adjacent to a specific part of the envelope document. Comment visible to all recipients and becomes part of the audit trail. |
Recipients can add markup over specific content within the document. All recipients receive the marked up document and must initial to accept the changes. DocuSign auto places the initial field and automatically implements rerouting. Becomes part of audit trail. |
Recipients can re-assign signing responsibility to someone else. |
Correct recipient, envelope, and document information for in process envelopes that you sent or are shared with you. Recipients who have already accessed the envelope will receive a new notification to reassess and update their prior actions. Those who have not yet received the envelope will receive only the corrected version. |
Recipient can provide information for others to see. The content is part of the envelope data |
| Who can control |
Sender controls whether Comments are enabled on a specific envelope. The setting is in Advanced Options. https://support.docusign.com/en/guides/ndse-user-guide-set-advanced-document-options |
Sender controls whether markup is enabled on a specific envelope. The setting is in Advanced Options. https://support.docusign.com/en/guides/ndse-user-guide-set-advanced-document-options |
Sender controls in Advanced Options. - Can set for template - Can adjust for specific envelope https://support.docusign.com/en/guides/ndse-user-guide-set-advanced-document-options |
Sender can use this feature, accessed from the pull down menu next to the envelope name |
Template or envelope preparer. Add text field, mark it optional and format as preferred. Recipient assigned that field will be able to type in relevant information. Next recipients will see the information. Best used with clear instructions to the recipient describing the information requested. Instructions can be in document content just before the text field and/or as a tool tip. |
Sender Settings/Edit Mark Up
Signer Settings/Envelope Correct