Electronic signature - The status of documents in the electronic signature module

Jean-Simon Bolduc
Jean-Simon Bolduc
  • Updated

1. Status Sent
You have sent the document to the signee(s). However, they have not yet signed the document.


Type_light-bulb__Size_small.svg Tips and tricks: You can follow the steps of a sent document signature process by clicking on the information icon in the status cell.


Possible actions
Click on the three dots icon to access the possible actions. You have two options:
• Send again
The document to be signed will be sent again to the same address.


• Cancel the document to be signed
The signee(s) will not be notified of the cancellation, but when they try to sign the document, the link in the email will no longer work.

 

Type_light-bulb__Size_small.svg Tips and tricks: You cannot directly delete a sent document. You must first cancel it.


Type_light-bulb__Size_small.svg Tips and tricks: A reminder will be sent if the signee(s) have not signed the document 3 days and 7 days after the document has been sent.


2. Status Declined
A signee has refused to sign your electronic document. An email will be sent to the signee and the sender when the document is declined.


Possible actions
Click on the three dots icon to access the possible actions. You have two options:


• Download a document
This action will not remove the document from the list.


• Delete a document from the list
_icon.svg Warning! This action is irreversible.


Type_light-bulb__Size_small.svg Tips and tricks: If you want to send again a document with a Declined status to the signee, you will have to create a new document and start again.

Related to

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.