How to correct your recipient’s name or email on a sent document

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    Debra parisian

       I don't get and "assign value" box!  Surely you can simplify a correction to an email address on a sent document! It is very easy with docusign!  I am trying to follow your video instruction but it is too fast!  

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    Christopher Ragland

    Hello Debra,

    I am sorry to hear about the trouble you are having. I will do my best to provide the steps here for you. If you find that you are still having trouble, then our Support Team will be happy to assist. Click here for the best way to contact our team. Also, we have Office Hours available throughout the week that allows you the opportunity to ask your questions live there. Click here to sign up and choose a time that works for you. 

    To update the email, you'll first have to put the document into Draft status as mentioned above. You'll click Actions --> Edit document:

    Next, you'll click Manage and click on the recipient you need to update the email:

    Next, you will delete that recipient:

    Once you have deleted the recipient, you'll go to your contacts list in PandaDoc and update the email for the recipient. Click here to learn more about editing your contacts. 

    You'll re-add the recipient once you have updated the email address. If you have more than one recipient, then you can auto-assign all of the fields to the recipient by clicking assign all and clicking the dropdown to find that recipient:

    Thank you for choosing PandaDoc!

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