When a customer selects "Self/I'm Not Sure" in the new DocuSign Webform, and the corresponding email startnow@processwithturnkey.com, and email is sent to the StartNow group after the customer completes their forms.
However, since this email is not linked to a DocuSign account, the document cannot be accessed directly from there.
To locate the document, first, check the email address that sent the DocuSign request. This will indicate the account you need to switch to when logging into DocuSign.
Go to Agreements and select Shared Access. Look for the corresponding name of the person who sent the DS email.
Once you get into their envelope, click Show More > Waiting for Others. This will show every DS that wasn't completed. Select the correct DS.
Once you click the correct document, view what information was filled in already. This will allow you to look at the business address and decide where to route it.
Under Recipients, change the Sales Rep section to the appropriate sales rep for that account.
Hit Next and Correct. Once completed, check in with the assigned sales rep to ensure they finish the process and expedite the request.