InsuredMine CRM | Optimize and Grow Your Insurance Agency

Decline an eSignature 

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.

  • 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.

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