E-Sign - Recall Document or Extend E-Signature Deadline
You can recall documents that are sent for e-signature by mistake or extend the e-signature deadline for documents that are sent for signature or expired.
This multi-select and update feature is only supported with Zoho Sign integration. For other e-sign platforms, you can click on the e-sign document name and use the ellipsis icon to recall or extend the deadline for a document, for more information, refer to Recall E-Sign Document.
Recall Document Sent for E-Signature
To recall documents that has been sent for E-Signature:
- Navigate to Operations > Files > E-Sign Documents.
- Click the filter icon and select the status as Sent and click Search.
Filter application is mandatory to perform this action. - Select the files that you want to recall and click Recall.
- Enter the reason to recall the document.
- Click Recall.
All selected documents will be recalled and the recipient will no longer be able to view or e-sign the document.
Extend Deadline to E-Sign the Document
You can extend the deadline to complete the e-signature for the document that has been sent for e-signature with status sent or expired.
To extend the deadline for the e-sign documents:
- Navigate to Operations > Files > E-Sign Documents.
- Click the filter icon and select the status as Sent or Expired and click Search.Filter application is mandatory to perform this action.
- Select the files for which you would like to extend the e-signature deadline.
- Click Extend.
- Modify the deadline as required and click Modify.
The new deadline has been set to complete the e-signature.
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