DocuSign: How to Recall an Envelope
This tutorial explains how to recall (or void) an envelope on DocuSign, a platform for electronic signatures and agreement management. This is a useful skill if you've sent a document by mistake or need to make changes.
Steps to Recall an Envelope:
- Access the DocuSign Website: Open your web browser and go to the DocuSign website.
- Log In: Locate and click the "Login" button, usually in the top right corner, and enter your credentials.
- Navigate to Envelopes: Once logged in, go to your DocuSign homepage. Find the tab or link for "Documents" or "Envelopes" to view all your sent items.
- Identify the Envelope: Scan your list of envelopes and find the specific one you need to recall.
- Access More Options: Next to the envelope, click on the three-dot icon (the "more options" menu).
- Select "Void": From the menu that appears, choose the option labeled "Void."
- Confirm and Provide Reason: A prompt will ask you to confirm the action. Ensure you are voiding the correct envelope. You will likely need to provide a reason for voiding (e.g., "sent by mistake," "information incorrect"). This helps maintain a clear record.
- Voiding Complete: After confirming and providing a reason, the envelope will be voided. It will no longer be actionable by recipients, and they will be notified of its voided status.
Key Takeaways:
- Recalling an envelope is crucial for maintaining accuracy in document management.
- The process involves logging in, navigating to your envelopes, and using the "more options" menu to select "Void."
- Always confirm the correct envelope before voiding and provide a reason for record-keeping.
- Recipients will be informed when an envelope has been voided.