Decline a Document

Not every document a client receives gets signed — sometimes they need to reject it outright. Recipients have a built-in way to decline rather than just ignoring the request.

How a recipient declines

1. They open the document they received.
2. They click the menu in the top-right corner.
3. They select Decline Document.
4. If reasons are available, they choose one (or more) that apply.
5. They can add an optional note explaining further.
6. They submit to finalize the decline.

What happens after a decline

• The document's status changes to Declined.
• It automatically moves to your Archived section.
• It can no longer be signed — a declined document is closed, not paused.
• The decline reason, any note, a timestamp, and who declined it are all saved and viewable.

Why this matters for you

Because decline details are recorded, you can review why a client backed out — pricing, timing, scope, whatever they indicated — and use that information for reporting or to trigger a follow-up. You can also set up a workflow that reacts automatically to a decline, such as notifying the assigned rep or scheduling a check-in call.