Recalled
What does the "Recalled" section represent, and what are the available options for the user?
The Recalled section in the Document Store displays envelopes that were recalled by the initiator before the signing workflow was completed.
Users can view these envelopes by selecting Recalled from the Filter by Status option in the Doc Store.
Information Displayed
For each recalled envelope, the grid shows the following details:
Created By & On The user who created the envelope along with the date and time of creation.
Envelope Information The envelope or document name, category, and the unique envelope number.
Reference Number The unique reference number associated with the envelope, if available.
Status Indicates the envelope status as Recalled.
Recalled By & On Displays who recalled the envelope and when the recall action was performed.
Actions Provides options to review recall-related details and workflow context.
Available Actions
Users can interact with recalled envelopes using the following actions:
Remarks Displays the remarks or reason provided by the initiator at the time of recalling the envelope.
Signing Order Opens the signing order diagram in a pop-up view, showing a pictorial representation of the workflow and participant sequence at the point the envelope was recalled.
Comments Allows users to view or add comments related to the envelope. When adding comments, users may also choose to notify relevant stakeholders.
Mark as Inactive Moves the recalled envelope to the Inactive section for archival and record-keeping purposes.
This section helps users clearly identify and review envelopes that were withdrawn from the signing process, along with the recall context, remarks, and workflow visibility.
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