When the E-signature process for a document is incomplete (E-Signature Status = In Progress), the E-Signature request sender or the document owner can right click at the document or click the gear menu (
) and select Recall E-Sign Request.
Note: This option is not available when the E-Sign process is already complete or when a document has not been sent for E-Sign. Alternatively, you can click the Actions option (toolbar) and select Recall E-Sign Request.
If you select multiple documents in the Document Manager (DM) Log and select Recall E-Sign Request, then:
- If all of the selected documents are such that their E-Signature Status = In Progress, then for each document:
- The E-Signature request sent out to each signee who has not yet completed the E-Signature request (E-Signature Status = In Progress) is recalled, and the E-Signature Status = Recalled.
- The E-Signature status column in the DM log is set to Recalled.
Note: There might be signees who have completed the E-Sign request. Irrespective, the E-Signature Status for the file in DM is set = Recalled.
- The E-Signature Status in the E-Signatures node for each signee who has not yet completed the E-Sign task is set = Recalled, in the E-sign log as well as in the E-Signatures log.
- When you proceed to open a task that has been recalled, Unifier displays the alert: This E-signature task has been recalled and cannot be acted upon.
- If an E-Sign request is recalled for an external user, then that user will not be able to act upon the E-Sign request by clicking at relevant links in the E-Sign email from AdobeSign or DocuSign.
- If any document in the user's selection has a completed E-Signature request, or it has not been sent for E-Signature at all, no change will take place, and Unifier ignores the recall request.
The Recall E-Sign Request option is available only to the:
- E-Signature request sender
- Document Owner
Other users will not be able to view or take action even if all other conditions are met.
When you select a file in DM Tile View and click the gear menu (), the following options are available depending on the E-Signature Status of the selected document:
- Self-sign
- Send for E-Signature
- Recall E-Sign Request
Additionally, similar to the Flat View, the E-Signature related actions are available when you select one or more files in Tile View and click Actions.