Declined

What does the "Declined" section represent, and what are the available options for the user?

The Declined section in the Document Store displays all envelopes that were declined by one or more participants during the signing workflow.

Users can access this view by selecting Declined from the Filter by Status option in the Document Store.

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Information Displayed

Once the Declined status is selected, the document grid displays key details for each declined envelope, including:

• Created By & On The name of the user who initiated the envelope, along with the date and time of creation.

• Envelope Information The document or envelope name, category, and envelope number.

• Reference Number The unique reference number associated with the envelope (if available).

• Status Displays Declined to indicate the current state of the envelope.

• Declined By & On The name of the participant who declined the envelope and the corresponding date and time.

• Actions Provides contextual actions relevant to declined envelopes.

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Available Actions

Each declined envelope includes an Actions menu that allows users to review details related to the decline:

• Remarks Displays the remarks or reason provided by the participant at the time of declining the envelope.

• Signing Order Opens the signing order diagram in a pop-up view, showing a visual representation of all participants and the workflow status at the time of decline.

• Comments Allows users to view existing comments or add new comments related to the envelope. Users can also choose to notify relevant stakeholders when adding comments.

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The Declined section helps users understand why an envelope was not completed and provides visibility into participant actions and workflow status for audit and follow-up purposes.