Description – Decline option added in the eSignature module.

Use case – Easier for customers to notify the agent of errors and request for modification or if the client is unwilling to proceed to sign the document.

Process: 

• Navigate to the eSignature module.
• Click on Sign Document.

• Add the document and click on Send. 

• An email will be sent to the given email address.

• Click on the Review and Sign.
• In the document, the signee will find the option to Decline.
• Click on Decline.

• This action will bring up a window. Enter the Reason for declining and click on Decline.

• Select Timeline to see the status of the document. 
• The status will appear as Declined.

• Click on the Refresh button to view the Status of the eSignature.

Note:

• Once declined, the same link cannot be reused for eSignature.
• You would be required to resend the eSignature document to the customer.