Signing & Declining an invite

Signing an Envelope

A signer can sign the Envelope by opening the signing link sent via email. They need to fill out all the information required based on the signature fields configured (Sign, Initials, Text inputs, Date, etc).

Once all the information is filled, a signer can finish signing the envelope. Once the envelope is signed by a signer, relevant notifications will be sent out and envelope will move to next stage.

Save Progress and Finish Later

A signer can partially fill the necessary singing fields and come back later to finish signing. They can re-use the existing signing link or request for a new link in case the singing link expire to complete the signing process.

Downloading Documents

Signer has the option to download the document to review it offline. When they are ready to sign, they can open the same signing link and sign (or decline) the document.

Declining an Envelope

A signer may decline an envelope by providing a reason if they do not wish to sign. Once declined:

• The envelope status will be set to Declined.

• Sender and CC recipients will be notified with the provided reason.

• This operation is irreversible. Once declined, the document cannot be re-signed.