csabo | Posts: 40

Declined Process

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I'm looking for information on the declined process. When a signer declines a document, what happens in the system? Does the signer status get updated or is this at a package level? What happens to the package? Is it still considered "SENT" or is it in "DRAFT" mode? I have the call back notifications setup to receive "PACKAGE_DECLINED" and am currently setting this status on our end at the signer level. I just want to make sure that's correct before I finish wiring that up in our application. Thanks Colleen

mwilliams | Posts: 957

Reply to: Declined Process

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When a package is declined, it is sent back to the DRAFTS folder, but the package has a status of "DECLINED" if you were to pull the individual package and check its status. I am not certain what happens with the individual signer status at this point. I can run some tests on that, if you'd like? I'm currently at a software conference, so I probably won't get to it til tomorrow afternoon.

csabo | Posts: 40

Reply to: Declined Process

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In our testing, we have found that the package goes to the package status of declined and in a drafts state when only one signer has declined. If one signer accepted and one signer declined, then the package goes to the status of declined and in a drafts state, but the document is no longer able to be modified. So, if there a different status at the signer level when this happens? We are just trying to figure out what to show our user in the designer view in each of these states. If you could take a look, that would be great. Thanks Colleen

mwilliams | Posts: 957

Reply to: Declined Process

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Hey Colleen, If the package is declined by a user after someone else has already accepted, the entire package goes to DECLINED status and the drafts folder as we already discussed. If I check the status for the individual signers, it lists them both as DECLINED, so determining who declined by checking signing status will not help.
SigningStatus signingStatus = eslClient.GetSigningStatus(packageId,"{emailAddress}",null);
If you want to see who declined, you could check the Audit Service info to determine who declined. The document is not able to be modified as soon as anyone starts signing it, so no, you definitely cannot modify the document. This doesn't matter if declined or not. It simply cannot be tampered with after signing has started on the document. Hopefully this info helps. Let me know if I missed something.

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