vmandapati | Posts: 2

Is there a way for signer to route the document to initiator to make changes

0 votes

In my scenario, the signer has to send the document back to the initiator to correct and make changes before they can sign. How can I do that.


Duo_Liang | Posts: 3776

Reply to: Is there a way for signer to route the document to initiator to make changes

0 votes

Hi Vineela,

 

Thanks for your post!

Generally speaking, in order to make changes to the document, the recipient will decline the signing with the reason first, this will change the package status to DECLINED as well as to send an email notification to the sender. Once sender get informed, they can communicate with the recipient and agree on the changed content, then the sender will delete this document then reupload the modified version. 

 

Duo


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