In some cases, a signer may need to decline an eSign document for example, if the document contains incorrect information, unauthorized clauses, or was sent in error.
This guide explains how recipients can decline an e-sign request, what happens after it's declined, and how senders can track this status in Doculan.
You'll see action buttons at the right side of the document page:
- AI Assist
- Submit
- Decline
- Info
- Exit
To decline:
- Click the Decline button.
- A confirmation dialog box will appear asking for the reason.
A pop-up window appears with a text area labeled Decline Document.
Steps to Confirm Decline
- Enter the reason
- Click Confirm Decline.
- The document will immediately be marked as Declined.
Once you decline a document, it cannot be reopened or signed later.
The sender must create a new eSign request if changes are made.
After the recipient declines the document:
| Effect | Description |
|---|---|
| Document Status | Changes to Declined immediately |
| Audit Log | Adds an entry with “Declined by [Recipient Name]" |
| Access Restriction | The declined recipient cannot reopen the document link |
To confirm who declined and when:
- Click Audit beside the document.
- The Audit page displays( all entries below with timestamp)
- Document creation time
- Sent time
- Opened by
- Signed by
- Declined by [User Name]
After a document is declined:
- The document e-sign workflow is terminated immediately.
- Other recipients in the sequence will not receive the document.
| Action | Who Performs It | When | Result |
|---|---|---|---|
| Cancel | Sender | Before completion | Withdraws eSign request |
| Decline | Recipient | During signing | Rejects and stops eSign process |
You've learned how to decline an eSign document in Doculan!
Declining ensures that documents containing errors or unauthorized terms do not proceed further in the workflow, maintaining accuracy and compliance in your e-signature process.
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