Decline to Sign 2.0- Return for Edits

This article walks through the updated Decline to Sign functionality that allows you to return a submission to a signer for edits

Please click here to view a video on Decline to Sign 2.0.

 

If you have any forms with multiple signers in a workflow there have probably been times when a later signer has had to Decline the document due to missing or incorrect information. This has required the user to submit an entirely new form which isn’t always the most efficient option, especially on a lengthy or complex form.

In response to these use cases we have updated our Decline to Sign functionality so that a later signer can return the form to a previous signer and allow them to edit some, or all, of their data so that they can correct small mistakes and send the form through the workflow again.

Once a later signer opens the form from the Signature Request link that they have received and they click on Decline to Sign they will now be presented with options to send it back to one of the previous signers:

After you’ve chosen which signer you would like to return the form to in order for them to make edits, you can also provide messaging that will appear in the email:

Then after you have clicked on Decline it will automatically send email back to the signer chosen with the reasoning and a link to edit the submission:

After clicking on ‘Sign Document’ they will be taken to their form in a live, editable view so that they can edit any incorrect information or add any missing information:

​End Workflow

Choosing End Workflow will stop the form wherever it is in the workflow and notify all previous signers on the form via email, as long as you have Document Completion Notifications turned on. If you do not have this notification turned on, then there will not be a declined email sent to the other signers.

Upon declining to sign, a signer will be prompted to enter a reason for the denial. This reason will be part of the email that is sent to the other signers. This reason will also appear in the Signature Status section of your submission details in the Submission Manager.

Notes:
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1. Once a workflow is ended the form cannot be edited or changed. An applicant will have to take the feedback from the decliner and resubmit the form.

2. This will only allow the signer you have chosen to edit their information. The information entered by any signers that have signed AFTER the signer you have chosen to edit will be deleted from the form. So for instance if I have 3 signers on a form who have all entered information onto that form but I have chosen to send it back to the first signer, then the information typed in by the later signers will be removed.
​3. If the first signer made a payment, and you return the submission to them, they will not be asked to, or able to, make the payment again. If their payment is incorrect you must refund the original payment and ask them to re-submit.