When a recipient rejects a case
See what happens when a recipient refuses to sign: where to find the reason and the document, and how to fix the case and send it again.
A recipient can refuse to sign, for example if there is a mistake in the agreement. The recipient chooses which documents the rejection concerns and writes a reason. The case is closed, and you're notified by e-mail.
The video shows where to see the rejection and how to fix the case and send it again. Below, the steps are described.
How to do it
- Open the case. The case is marked as rejected in the list under Cases. Open it to see the details.
- Read the rejection. At the top of the case, you see who rejected it and when, which documents it concerns and the recipient's reason.
- See what happened. The event log shows the rejection together with everything that happened before, such as who had already signed.
- Make a corrected copy. Click "Fix and resend (copy case)". You get a new draft with the same documents, recipients and settings.
- Fix it and send again. Change what the recipient asked for. Upload a new version of the document, for example, and send the case again.
Good to know
- A rejected case can't be reopened. The corrected copy is a new case, and the original keeps its history.
- Signatures from the rejected case don't carry over to the copy. Everyone signs the new version.
- You can also copy a case from the menu on the case or from the list under Cases.
Questions and answers
Am I notified when a recipient rejects a case?
Yes. You're notified as soon as a recipient refuses to sign. In your company's notification settings, you choose whether it comes in the app, by e-mail or both.
Can I see what the recipient was unhappy with?
Yes. The reason and the documents the recipient chose are shown at the top of the case and on the recipient's card.
Can I add a new recipient to a rejected case?
No. A rejected case is closed. Make a copy instead and add the recipient there.
