Recipient Guide: How To Decline Or Reassign A Document
This article covers how to review and decline a document as a recipient (someone who is receiving, not sending, the document).
Declining a Document
If someone has sent you a document through SignWell, you'll need to click on the link in the email message to view it and decide if you'd like to sign it:
Note: The email address that the document signing request will come from is firstname.lastname@example.org.
Once you've clicked the link in the email message, you'll be taken to the document where you can view it if you'd like.
If enabled by the Document Sender, you can choose to decline or reassign your document to someone else by clicking on the dropdown menu in the top right corner:
If you choose to decline the document, you will then be asked to enter a reason for declining it which will be sent to the Document Sender:
Click "continue" and you will have successfully declined the document:
Reassigning a Document
If you are not the right person to sign and would like to reassign your signing responsibilities to another person, then you can reassign the document to someone else (Note: this option will not be available if the Document Sender has disabled this):
Clicking this option will require you to enter the email and name of the person you are reassigning the document to:
Clicking "Continue" will reassign the document to the person that you entered and you will see this confirmation message:
The person that the document was reassigned to will be notified that you have forwarded the message to them and they will be able to view and complete the document:
If the Document Sender has disabled the decline and reassign options, you can reach out to them directly to ask them to enable them, or to notify them that you will not be signing the document.
If you need additional help, please reach out to us at email@example.com.
Interested in accepting and signing your document? Click here instead.