EnvelopesManaging envelopes
How do I duplicate an envelope?
Copy an existing envelope to reuse its documents and recipients as a starting point.
Duplicating creates a fresh Draft copy of an envelope — same documents, recipients, and fields — so you can reuse a setup instead of building it again from scratch.
Copy an envelope
- Find the envelope you want to reuse in your list.
- Open the row ⋮ menu and choose Copy envelope.
- A new Draft is created from the copy. Open it, adjust anything you need, and send when ready.
Duplicating is handy when a voided or completed envelope needs to go out again — copy it, fix the detail that was wrong, and send the new draft.
If you plan to reuse the same document repeatedly, consider saving it as a Template instead — templates are built for reuse and also power Bulk Send.