September 24, 2020
Since Sept. 8, UF DocuSign users have had the option to “Copy Envelope with Field Data”. This feature allows authorized senders to create a copy of an envelope and retain all field data from completed signers, so they can easily send it again.
Copy Envelope with Field Data can be used to clone a partially or fully completed envelope and preserve signer information. This option is especially useful for complex, multi-recipient envelopes that are declined or otherwise voided. Everything from the original envelope is copied, with the exception of signatures, initials, and other system-generated data. This feature is similar to the “Create a Copy” option, which creates a blank copy of the envelope but excludes all recipient information and field data.
Follow these steps to copy an envelope with field data:
- From the Manage page, select the envelope you’d like to copy.
- Click the drop-down arrow to show the actions menu, and select Copy with Field Data.
- A new envelope is created containing all of the original envelope details and any recipient-entered field data. Make any desired changes to the envelope, including adding/removing files and recipients or modifying the message.
Visit https://it.ufl.edu/ufdocusign/ to learn about additional features and updates in the UF DocuSign service.