How to Add Recipient to DocuSign After Sending: A Simple Guide

Forgetting to add a recipient to your DocuSign document can be a frustrating oversight. But don't worry, it's a common mistake that's easily fixable. In this step-by-step guide, we'll show you how to add recipients to your DocuSign document after sending.

You'll learn the different recipient types, when you might need to add someone post-sending, and the exact steps to take. By the end, you'll be a pro at managing your DocuSign recipients, saving time and closing deals faster. Let's dive in!

Understanding DocuSign Recipient Management

DocuSign provides a simple way to add recipients to a document even after it has been sent. This feature allows you to quickly include additional signers or recipients without having to start the process over. You can also connect Google Docs for better document management.

1. Access the Manage Page

To add a recipient to a DocuSign document after sending, first navigate to the Manage page. Here you can view all of your sent envelopes and select the one you need to modify. The Manage page provides an overview of each document's status and options.

2. Open the Envelope Details

Click on the specific envelope you want to update to open its details page. This will display information about the document such as the subject line, current recipients, and completion status. From here, you can make changes to the envelope settings.

3. Select "Edit Recipients"

On the envelope details page, look for the "Edit Recipients" button or link. Clicking this will allow you to modify the existing list of recipients for this particular sent document. You can add new recipients, change recipient actions, or update email addresses. You may also consider lead enrichment strategies to ensure accurate recipient details.

4. Add New Recipient Details

To add a new recipient, click "Add Recipient" and enter their name and email address. Specify their action, such as "Needs to Sign" or "Receives a Copy." If needed, you can also set a signing order for multiple recipients.

5. Save Changes

After adding your new recipient, carefully review all of the document's recipients to ensure accuracy. When finished, click "Save" to update the envelope with the new recipient information. DocuSign will email the newly added recipient with instructions on completing their action.

Options for Adding Recipients Post-Sending

DocuSign offers several options to add a recipient to a document after it has already been sent. These include voiding the original document and resending, using the "Correct" feature to modify recipients on an in-process envelope, and the "Specify Recipient" option which allows the original signer to add the next recipient. Each method has its own benefits depending on the situation and document status.

1. Void and Resend Document

One straightforward way to add a recipient after sending a document is to void the original transaction and resend it with the new recipient included. This is best suited for situations where the document has not yet been signed by any parties. Voiding the envelope cancels the original document and allows you to start fresh, adding or removing recipients as needed before sending it out again.

Keep in mind that voiding a document will remove any progress made and signatures already collected. The new version will need to be signed by all parties again, including those who may have already completed it previously.

2. Correct In-Process Envelopes

If the document is still in-process and has not been completed by all signers, you can use DocuSign's "Correct" feature to modify the recipients without voiding the entire envelope. This option lets you add, remove, or change recipient information on an active document.

For better management, you can integrate Google Drive with other apps to keep your documents organized. To use Correct, locate the in-process envelope in your DocuSign account and select the "Correct" option. From there you can update the recipient details and resend the document to the new signer while keeping the original document and any completed signatures intact.

3. Use "Specify Recipient" Option

Another way to add a recipient post-sending is by using the "Specify Recipient" option. This allows the original signer to designate the next recipient after they have completed their own signature.

When setting up the document, enable "Specify Recipient" for the signer role and provide instructions for them to add the next recipient's email address. After signing, they will be prompted to enter the new recipient's information before finalizing their signature.

This method is useful when you know a document will need to be signed by additional parties, but you don't have all of the details upfront. It puts the control in the signer's hands to keep the document moving forward.

Use Bardeen to automatically add recipients to documents and save time. Learn more about data enrichment to streamline your document workflows.

These options provide flexibility to add recipients to a DocuSign document after sending, enabling you to adapt to changing signature requirements throughout the process. In the next section, we'll walk through step-by-step instructions for each method to help you master adding recipients to your documents post-sending.

Step-by-Step Guide to Add Recipients

Adding a recipient to a DocuSign document after it has been sent is a straightforward process. The specific steps will vary depending on the status of the envelope and the method you choose. Whether you need to use the "Correct" option for an in-process document or set up a "Specify Recipient" workflow, following a clear step-by-step guide can ensure a smooth experience.

1. Using "Correct" to Add Recipients

If your document is still in-process and hasn't been completed by all signers, you can use the "Correct" feature to add a new recipient without voiding the entire envelope. Here's how:

1. Log in to your DocuSign account and locate the in-process envelope that needs a new recipient.
2. Click the "Correct" button to open the envelope correction options.
3. In the recipient section, click "Add Recipient" and enter their name, email, and signing role.
4. Adjust the signing order if needed and click "Send" to issue the corrected envelope.

The new recipient will receive an email notification to sign the document, while any completed signatures from other signers remain intact.

2. Setting Up "Specify Recipients" Workflow

The "Specify Recipient" option allows the original signer to designate the next signer after completing their own signature. To use this method:

1. When creating the envelope, enable the "Allow Signer to Edit Fields" option for the first signer.
2. Add a text field where the first signer will enter the next recipient's email address.
3. In the instructions for the first signer, clearly explain that they need to fill in the next signer's email address before completing their signature.
4. Send the envelope to the first signer.

After the first signer completes their fields and signature, DocuSign will automatically route the document to the email address they specified for the next recipient.

3. Best Practices for Adding Recipients Post-Sending

To ensure a positive experience when adding recipients to an in-process document, keep these tips in mind:

• Double-check the email addresses for any new recipients to avoid delays or bounced emails.
• Clearly communicate with all parties involved about the updated signing order and expectations.
• When using "Specify Recipient," provide foolproof instructions to the first signer to ensure they fill in the correct email address.
• Test your workflow with a colleague before sending out important documents to avoid potential mistakes.

By following these step-by-step instructions and best practices, you can confidently add recipients to your DocuSign documents after sending them. These tools provide the flexibility to adapt to last-minute changes and keep your document moving forward.

You've made it this far in mastering DocuSign recipient management - give yourself a pat on the back! In the final section, we'll recap the key takeaways from this guide.

Conclusions

Knowing how to add a recipient to a DocuSign document after sending is crucial for efficient document management. In this guide, you discovered:

• Recipients in DocuSign, their types, and the importance of configuring them correctly before sending.
• Options for adding recipients post-sending, including voiding, using "Correct," and "Specify Recipient."
• Step-by-step instructions for using "Correct" and "Specify Recipient" to add recipients to sent documents.

Don't let a missing recipient derail your document signing process - master these techniques to keep things running smoothly! For more insights, check out cold outreach strategies to enhance your efficiency.

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