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Quick Tip - Correcting and Voiding a Document

Congratulations! You’ve successfully tagged and sent out an envelope. But when you take another look at it the next day, you realize you overlooked a minor detail and need something added. Or you may have sent the document to the incorrect email address, or the routing order needs to be changed. Mistakes happen, and DocuSign built in solutions to help along the way. From here, you have two options: correcting or voiding the document.

 

Correcting an Envelope

Envelopes in the “In Process” status can be corrected and resent out to recipients. Keep in mind that once a document is signed, the document can no longer be changed for that user.

 

To view a document that has been sent out for signature, click on “Out For Signature” under the Envelope Status on the home screen at www.docusign.net

 

You can view documents that are currently out for signature here. 

 

By dragging your finger over to the right end of each envelope, an arrow will appear, providing options to make changes to the designated envelope. In this example, we will choose “Correct” to make changes to the document.

 

Now the correcting envelope screen will appear which looks similar to the screen when starting a brand new envelope.

Note: Different accounts will have different options in the Correcting Envelope page. If your account uses Simple Correct, you can only make changes to routing order, recipient names, email addresses, authentication information, and resending the envelope.

 

Here changes can be made to the document. In order to send out the corrected envelope to recipients, tap on the “Re-Send” checkbox to the right of each recipient.

 

Once you have made necessary changes, click on “Next” to adjust tagging options. You can also tap on “Discard Changes” if you think that the changes are no longer needed or if you want to start over. By choosing “Discard Changes” you will return back to the envelope home screen. 

 

In this example, let’s tap on “Next” and the tagging screen will appear.

 

Make any tagging changes you wish, and once that is complete, tap on “Preview” to review any changes. If the changes are satisfactory, tap on “Correct” to finalize the changes.

 

Now the document will be resent out to the recipients that were checked off to receive another envelope. A new email will be sent to the recipients whose names or email changed. An email is also sent to the original recipient informing them of the change.

 

Voiding an Envelope

If a document has already been signed or you simply wish to cancel any signatures, you may void the envelope. Return to the home envelope screen and tap on “Void” under the envelope options. If you try to choose “Delete”, an error message will appear since a document must be voided or signed before deletion.

 

After “Void” has been chosen, the envelope void screen will appear that gives you a chance to explain why a document is voided. This message will be sent to the recipients, informing them of any specific reasons why this envelope was canceled.

 

Once you have included a message, tap on “Void Envelope”.

 

Now you see on the home envelope screen that your envelope is now voided.

 

The envelope is also no longer available for recipients to view. If the recipient attempts to view the document, a screen similar to the image below will appear.

 

For more information on how to correct or cancel a document, view this DocuSign Quick Start Guide on Managing Envelopes and Folders in the DocuSign Console. Happy DocuSigning!

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