what does correct mean in docusign

Have you ever sent a DocuSign document only to realize there was an error? The Correct option allows you to modify and resend the document without starting from scratch. In this guide, we'll walk you through exactly what Correct means in DocuSign and how to use it effectively.

You'll learn when to use Correct, what changes you can make, and how to communicate corrections to signers. Plus, we'll cover correcting templates and PowerForms. By the end, you'll be a DocuSign Correct pro, saving time and avoiding the hassle of redoing documents.

Understanding the Correct Option in DocuSign

The Correct option in DocuSign allows senders to modify documents that have already been sent but not yet completed. This feature is useful when you need to make changes to a document or its recipients after sending.

1. What the Correct Option Does

When you use the Correct option in DocuSign, you can edit various aspects of a sent document, such as adding or removing form fields, changing recipient information, or modifying the document itself. This allows you to rectify any mistakes or make necessary adjustments without having to void the entire envelope and start from scratch. Learn how to connect Google Docs to DocuSign for more seamless editing.

For example, if you sent a contract to the wrong email address, you can use the Correct option to update the recipient's email and resend the document without losing any progress.

2. How Correct Differs from Other Options

The Correct option is distinct from other DocuSign sending options, such as resending an envelope or creating a new one. When you correct an envelope, you can make changes to the document and its settings while preserving any signatures or actions taken by recipients who have already interacted with the document.

In contrast, resending an envelope or creating a new one would require starting the process over and losing any progress made by previous recipients.

3. When to Use Correct

You should use the Correct option when you need to make changes to a sent document that has not yet been completed by all recipients. This could include situations where you:

• Sent the document to the wrong person
• Forgot to add a necessary form field
• Need to update the document content

Keep in mind that you can only correct envelopes that are in the "In Progress" status. Once all recipients have completed their actions, or if the envelope has been voided, you cannot use the Correct option.

4. Key Terms Related to Correct

When using the Correct option, it's essential to understand some key terms:

• Voiding signatures: If you make changes to a document that a recipient has already signed, their signature will be voided, and they will need to sign the updated version.
• Editable fields: When correcting an envelope, you can add, remove, or modify form fields that recipients need to complete, such as signature or initial boxes.

By familiarizing yourself with these concepts, you can use the Correct option effectively and avoid any confusion for your recipients. You can also learn about AI email management to improve communication with your recipients.

The Correct option in DocuSign is a valuable tool for making changes to sent documents without losing progress. By understanding when and how to use it, you can streamline your document workflows and ensure accuracy.

In the next section, we'll dive deeper into the basics of using the DocuSign Correct option and provide step-by-step instructions for making changes to your envelopes.

How to Use the DocuSign Correct Option

The DocuSign Correct option allows you to modify a sent document that has not yet been completed by all recipients. This feature is particularly useful when you need to make changes to the document, add or remove recipients, or update form fields after sending.

1. Steps to Correct a Sent DocuSign

To use the Correct option, follow these steps:

1. Navigate to the "Manage" page and locate the envelope you want to correct
2. Click on the "Correct" button next to the envelope
3. Make the necessary changes to the document, recipients, or form fields
4. Click "Send" to update the envelope and notify recipients

Keep in mind that correcting an envelope will void any signatures already applied by recipients, so they will need to sign the updated version.

2. Allowed Changes with Correct

When using the Correct option, you can make the following changes:

• Edit the document content
• Add, remove, or modify form fields
• Change recipient information (email, name, routing order)
• Add or remove recipients

However, you cannot change the envelope's sending options, such as reminders or expiration settings, when correcting an envelope.

3. Limitations of the Correct Feature

While the Correct option is a valuable tool, it does have some limitations:

• You can only correct envelopes in the "In Progress" status
• Correcting an envelope voids any previously applied signatures
• Recipients will need to review and sign the updated document

Be mindful of these limitations when deciding whether to use the Correct option or create a new envelope.

4. Real-World Example: Correcting a Contract

Imagine you sent a contract to a client for signature but later realized you forgot to include an important clause. Using the Correct option, you can:

1. Open the envelope and edit the document to add the missing clause
2. Resend the updated contract to your client
3. Explain the changes and request their signature on the new version

This example illustrates how the Correct feature can save time and effort compared to creating a new envelope from scratch.

Mastering the DocuSign Correct option allows you to efficiently manage and modify sent documents. By following the steps outlined and understanding the limitations, you can confidently use this feature to keep your document workflows running smoothly. For more on improving your document processes, learn how to integrate Google Drive with other apps.

Now that you've got the basics down, let's explore how to effectively communicate with signers when you've corrected a DocuSign envelope.

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Notifying Signers of a Corrected DocuSign

When you use the Correct option in DocuSign to modify a sent document, it's crucial to communicate the changes to your signers effectively. Proper notification ensures a smooth signing process and prevents confusion among recipients.

1. How Signers Are Notified of Corrections

After you correct a DocuSign envelope, signers who have not yet completed the document will receive an email notification informing them of the changes. The email will contain a link to the updated document, prompting them to review and sign the new version.

Signers who have already completed the document before the correction will not receive a new notification, as their signature remains valid on the original version.

2. What Signers See After a Correction

When signers open the corrected document, they will see the updated version with any changes you made, such as added or removed form fields, modified recipient information, or edited document content.

DocuSign will highlight the changes made to the document, making it easy for signers to identify and review the modifications. They can then proceed to sign the corrected document as usual.

3. Tips for Communicating Corrections to Signers

To ensure a smooth correction process, consider the following communication tips:

• Clearly explain the reason for the correction and the changes made in the email notification
• Encourage signers to review the updated document carefully before signing
• Provide a timeline for completing the corrected document, if necessary
• Be available to answer any questions or concerns signers may have about the changes

4. Example Email Explaining a Correction

Subject: Important Update - Please Review and Sign the Corrected Contract

Dear [Signer Name],

I recently sent you a contract for signature via DocuSign. However, I noticed an error in the document and have made the necessary corrections.

Please review the updated contract carefully, paying attention to the highlighted changes. If you have any questions or concerns about the modifications, please don't hesitate to reach out.

Once you've reviewed the changes, please sign the corrected document at your earliest convenience. The deadline for completing the signature remains [Date].

Thank you for your understanding and cooperation.

Best regards,
[Your Name]

By effectively communicating corrections to signers, you can maintain a positive signing experience and avoid delays in the process. Always be transparent about the changes made and provide signers with the information they need to confidently review and sign the updated document.

Next up, let's explore how to handle corrections for DocuSign templates and PowerForms, two powerful tools for streamlining your document workflows.

Correcting Templates and PowerForms in DocuSign

While the Correct option is a valuable tool for modifying sent documents in DocuSign, it's important to understand how it works with templates and PowerForms. These powerful features allow you to streamline your document workflows, but correcting them may require a different approach than individual documents.

1. Availability of Correct for Templates and PowerForms

Unfortunately, the Correct option is not available for templates or PowerForms once they have been used to send a document. This means that if you need to make changes to a template or PowerForm, you'll need to create a new version rather than correcting an existing one.

However, you can still use the Correct option on individual documents that were created using a template or PowerForm, as long as they meet the other criteria for correction.

2. Creating a New Version of a Template or PowerForm

To make changes to a template or PowerForm, you'll need to create a new version. This involves the following steps:

1. Open the template or PowerForm in the DocuSign editor
2. Make the necessary changes to the document, fields, or settings
3. Save the updated version under a new name
4. Use the new version for future document sends

3. Special Considerations for Correcting Templates and PowerForms

When creating a new version of a template or PowerForm, keep in mind that any documents previously sent using the old version will not be affected. This means that if you need to update a document that was already sent to signers, you'll need to use the Correct option on that individual document.

Additionally, be cautious when making changes to templates or PowerForms that are used frequently, as it may disrupt existing workflows or confuse signers who are accustomed to the previous version.

4. Use Case: Updating a Contract Template

Imagine that your company uses a standard contract template for all client agreements. After sending out several contracts using this template, you realize that an important clause needs to be added to protect your company's interests.

To make this change, you would create a new version of the contract template with the added clause. Future contracts would then use this updated version. However, any contracts that were already sent out using the old template would need to be corrected individually using the Correct option if the new clause needs to be included.

While correcting templates and PowerForms may require a bit more effort compared to individual documents, understanding the process is essential for maintaining accurate and up-to-date documents in your DocuSign workflows. For more tips on improving your document workflows, check out integrating Excel with other apps.

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Thanks for sticking with us through this deep dive into the DocuSign Correct option! By now, you should have a solid grasp on what it means to correct a document in DocuSign. Just remember, if you don't master this skill, you might end up sending out contracts with more typos than a doctor's handwriting!

Conclusions

Understanding what "Correct" means in DocuSign is crucial for effectively managing and modifying sent documents. In this guide, you discovered:

• The Correct option allows you to modify sent documents, differing from other sending options
• How to use Correct to make changes, with limitations and real-world examples
• Notifying signers of corrections and providing clear communication
• Correcting templates and PowerForms requires creating new versions rather than using Correct

Mastering the DocuSign Correct option is essential for maintaining accurate documents and avoiding costly errors in your agreements. For more on improving your document management, see this guide on lead enrichment.