How to Update an Approved Data Request

If you need to change the data fields in a request that has already been approved, you should use the Data Request Addendum process. This lets you add, remove, or update data fields.

Step-by-Step: Using the Data Request Addendum

  1. Find your completed request in DocuSign (look in your email or the “completed” folder under Envelopes in DocuSign).
  2. Click the three dots next to your request and choose “Forward.”
  3. A new envelope will open with your original document. Click “Upload” and then “Use a Template.”
  4. Select “Data Request Addendum” (search for it if needed) and click “Add Selected.”
  5. Add the required recipients (usually the same as your original request, unless roles have changed).
  6. Click “Send now.”
  7. You’ll get the envelope first to sign. Fill out the fields and click “Finish.”

Tips for a Successful Request Addendum

  • For small changes, just describe them in the text box.
  • For bigger changes, attach an Excel or PDF file listing the new fields.
  • You’ll use dropdown menus to pick the type of change and the data type.
  • The approval flow for the addendum will be the same as your original request.