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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
E Signature - Zoho Sign
Integrating with Zoho Sign gives you the advantage of using e-signatures to complete many HR processes smoothly without having to waste time or resources for document signing. Onboarding processes that include signing of documents such as offer ...Status of the E-Sign Documents
Administrators can find all the documents sent for e-signature in the E-Sign Documents tab, where they can track the e-sign status of the documents and download the signed documents. Documents sent for e-sign from Organization Files, Employee Files, ...E-Sign Flow - Automation
Automate the digital signing of letters by integrating E-Sign Flow into your workflows. Create an e-signature template in Zoho People and map it to the workflow to effortlessly send letters or documents and obtain signatures from the required ...Sending a Document for e-Signing
E-Sign Documents To send a document for e-signature: 1. From your home page go to Operations > Files > E-Sign Documents. 2. Click on Send for signature. You can also send any e-signature templates created in the organization files by clicking the ...Sending E-sign Documents from a Form
Some HR documents, like probation confirmation letters or experience certificates, are specific to individual employees. You can store these documents in each employee's form in Zoho People or create customizable templates to send them for ...
New to Zoho LandingPage?
Zoho LandingPage Resources