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  1. Document Retention and Targeted Envelope Purge | eSignature

    Oct 16, 2025 · Document Retention and Targeted Envelope Purge are two often misunderstood features. Docusign Support suggests you read this article before enabling Document Retention on …

  2. Control Envelope ID Placement - DocuSign Support Center

    Sep 26, 2025 · Manually place the ID where you want it to appear, and set the font and other formatting properties Send a document without the ID appearing anywhere on it To include the Envelope ID on …

  3. How do I let a signer make changes to a document?

    Apr 11, 2024 · With document markup, you can allow recipients to make changes to your documents by covering up existing text and adding new text. Recipients can choose to use a special markup text …

  4. Set Document Retention Periods - DocuSign Support Center

    Aug 9, 2025 · When Redact personally identifiable information is selected, Docusign redacts all personally identifiable information from the envelope, certificate of completion, and history. Fields …

  5. Edit Documents With Docusign Edit

    Jul 25, 2025 · Install Docusign Edit for macOS Install Docusign Edit for Windows Once Docusign Edit has been installed, users can lock documents for editing and save revised documents directly to …

  6. eSignature: Remove my signature from a document

    Oct 26, 2022 · Once you have signed a document, the envelope continues on to the next recipient for signature, which is why you cannot unsign it. The only individuals who can revise your signature are …

  7. Void Envelopes - DocuSign Support Center

    Jul 26, 2025 · Note: You cannot unvoid an envelope. Once you void an envelope, or if a signer refuses to sign, which voids the envelope, there is no way to reactivate the transaction. Your only options are …

  8. How do I send a Docusign document?

    Jul 28, 2025 · Read this article to learn how to send a Docusign document for eSignature, including how to upload the document, add recipients, add the email subject and message, and add signing fields.

  9. Docusign CLM: How to Modify a Document Using Docusign Edit

    Apr 11, 2024 · This video describes how to modify a document using Docusign Edit in CLM.

  10. Merge PDFs in Docusign CLM

    Jul 26, 2025 · Set up your merge as needed: Specify a name for the merged file. (Optional) Drag and drop documents to arrange them in the order that you want them merged. (Optional) Select Delete …