For the complete documentation index, see llms.txt. This page is also available as Markdown.
Recalling an envelope
emSigner allows the initiator to recall a document that is currently pending with participants, provided the signing workflow has not yet been completed. Recalling a document immediately stops the signing process and notifies relevant participants.
Where Recall Is Available
A document can be recalled only when it is in progress.
To access the recall option:
Navigate to Dashboard
Open the Waiting for Others tab
Locate the required envelope
From the Actions dropdown, select Recall
The Recall option is available only for envelopes initiated by you and currently awaiting participant action.
Providing Recall Remarks
When you choose to recall an envelope:
A confirmation dialog is displayed
Enter remarks explaining the reason for recall
(maximum 200 characters)
Remarks are mandatory and help participants understand why the document was recalled.
Click OK to confirm the recall action. A success message is displayed confirming the document has been recalled
Participant Notification
After recall:
All participants receive an email notification
The email includes:
Document name
Recall reason (remarks entered by the initiator)
Recalled by and recalled on details
Reference number (if applicable)
This ensures transparency and clear communication with all stakeholders.
Impact on Signing Order
Once recalled:
The recall action is reflected in the Signing Order diagram
The workflow status visually indicates that the envelope has been recalled
This helps track where the process was stopped
Viewing Recalled Documents in DocStore
Recalled envelopes are stored for reference and audit purposes.
To view recalled documents:
Navigate to Doc Store
Use Filter by Status
Select Recalled
The recalled envelope appears in the list with:
Created by and date
Envelope details
Recalled by and recalled on information
Access to remarks and signing order details
Option to mark as inactive
Key Notes
Recall is possible only before the document is completed
A recalled document cannot be resumed; it must be re-initiated if required
Remarks entered during recall are visible to participants
