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Declining Documents

Written by Nirmal Fakir

Signers can decline a document if they are unwilling to complete it. This ensures clarity for the sender and allows adjustments to be made before resending, keeping workflows transparent and legally compliant.


Requirements

  • Access to QuicklySign document setup

  • Optional: Approve/Decline field added to the document for structured decline reasons


Instructions

Decline Process During Signing

  1. If no Approve/Decline field is placed, signers can use the built-in Decline button at the bottom of the page (footer).

  2. The signer can provide a reason via free text (optional).

    Visual - Declining documents during signing process

    Visual - Declining documents during signing process

Next Steps:

  • Individual documents declined: Other documents in the pack continue through the workflow. The sender is notified which documents were declined, and a watermark is applied to the declined documents in the final pack.

  • Entire pack declined: The sender receives an email with the provided reasons. The workflow stops immediately, and no other signers are notified.


Declining Individual Documents in a Pack

  1. During setup, select Configure under Who Must Sign.

  2. Enable Allow declining of individual documents.

  3. Signers can decline specific documents without affecting the rest of the pack.

    Visual - Enabling Declining of Individual Documents

    Visual - Enabling Declining of Individual Documents


Configuring Decline Reasons During Setup

  1. Add an Approve and Decline field to the document.

  2. Configure the Decline field with a list of options, separated by commas.

  3. Include an Other option for alternate reasons if needed.

    Visual - Decline Reasons Configuration


Impact on Workflow

  • Declined documents do not proceed to other signers.

  • If part of a Document Pack, only the declined document is affected; remaining documents continue to other signers.

  • Declined documents display a watermark on all pages.

  • This must be configured before sending; it cannot be changed during the workflow.


Resending Declined Documents

  1. The sender can update the declined document and resend it to all parties.

  2. Previously-filled data remains intact, but all signers must review and sign again.


Legal Considerations

Under the Electronic Communications and Transactions Act 25 of 2002, electronic signatures carry the same legal weight as handwritten signatures if intent and agreement are clear. If a document is changed after a decline, all parties must sign the updated version to reaffirm their intent.

How this applies in QuicklySign:

  • Updating and resending a declined document ensures all parties agree to the final terms.

  • This process keeps documents compliant, enforceable, and audit-ready.


Expected Outcome

Signers can decline documents while workflows remain clear. Declined documents are flagged, watermarked, and the sender can update and resend them to ensure legal validity.


FAQs

Can signers decline a single document in a pack?
Yes, if “Allow declining of individual documents” is enabled during setup.


What happens when an entire pack is declined?
The workflow stops, and the sender receives a notification with the reasons provided.


Do I need all parties to re-sign after updating a declined document?
Yes. Any changes require all signers to review and sign the updated document to maintain legal validity.


Contact Support

Should you require any further assistance with this, please contact our Solutions team at [email protected]

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