Rejecting a document as a signer or approver

Overview

In Stiply, signers or approvers have the option to reject a document. When a document is rejected, the signing process is halted, and all relevant parties are notified.

1. What does it mean to reject a document?

Rejecting a document means that the recipient (signer or approver) indicates the document is not acceptable. The signing process is immediately stopped to prevent any further progression.

2. Setting up the rejection feature

• The rejection option is enabled by default in your account settings.
• Administrators can disable the feature if document rejection should not be allowed.
• Predefined rejection reasons can be configured to give recipients clear options when rejecting.

3. How the rejection process works

1. The recipient clicks the option to reject the document.
2. A list of predefined rejection reasons is shown, or they can enter a custom reason.
3. Once submitted, the process is stopped entirely:
• The document is not forwarded to other recipients.
• The sender, prior signers, and CC’d recipients are notified of the rejection.

4. Common use cases

• Contracts requiring review by management or legal before approval.
• Proposals that contain incorrect or missing data.
• Internal workflows needing validation before formal signature.

Benefits of the rejection feature

• Control: Prevents the signing of incorrect or invalid documents.
• Transparency: Rejections and reasons are recorded and communicated.
• Flexibility: Rejection reasons can be predefined or entered manually.

Important Notes

• This feature is enabled by default but can be turned off by an account administrator.
• Once rejected, the signing process is permanently halted for that request.
• All relevant parties (sender, prior signers, and CCs) are informed of the rejection via email.