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Document Manager (DM) and E-Signature

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 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.

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 act even if all other conditions are met.

If you select multiple documents in the Document Manager (DM) Log and select Recall E-Sign Request, then:

• If all the selected documents are such that their E-Signature Status = In Progress, the system displays the Recall E-Sign Request option. If you select this option, a confirmation message appears that indicates all files associated with the selected envelopes will be recalled. If you click Yes, the files are recalled and the E-Signature status is set to Recalled on the Document Manager log, E-Signature node, Attachments tab, and File Viewer. Additionally, 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, the system 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, that user will not be able to act upon the E-Sign request by clicking at relevant links in the E-Sign email from Acrobat Sign 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 the system ignores the recall request.

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.

After all recipients have signed the request, they receive an e-mail notification. If they are using DocuSign, individual attachments are included in the email. If they are using Acrobat Sign, a single file that contains the combined documents is included with the email. For Unifier users, the signed file can also be viewed on the E-Signatures node. The signatures of the recipients appear on the actual page that they signed; they are not grouped on a specific page.

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Last Published Friday, April 11, 2025