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Administer
- Admin Console Overview
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User Management
- Adding users
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Guidance for regulatory requirements
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Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
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- Change the language used in the agreement tools and information
- Review the Legal Notices
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- Send Agreements
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
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Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
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More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign for Salesforce
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- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Overview
The ability for a recipient to decline an agreement can be configured at the account or group level, and when enabled, there are tools available to help close the feedback loop on why the agreement was declined.
The ability to allow for declining and capturing a custom reason is available to all tiers of service.
The options to define your own list of decline reasons and expose the decline button in the footer banner are only available at the enterprise tier of service.
How it's used
When the group or account enables the feature set to decline agreements, the Decline to sign option is inserted into the Options menu on the e-signing page:
If a recipient elects to decline their action, they are presented with a list of pre-defined reasons and/or an option to enter their own custom reason for declining (depending on how the feature set is configured):
Once the agreement is declined, the agreement is canceled, and the originator of the agreement is notified.
Activity and Audit Report entries
The action to decline an agreement is recorded on the transaction record in two places:
- The Activity record of the agreement
- The Audit Report derived from the transaction
The comment used for declining is only exposed on the Activity list, not the Audit Report.
Recover the reasons to decline
The reason for declining an agreement can be reviewed either on the agreement in the Activity section (as described above) or by running a Report that contains the agreement.
The Recipient Rejection Reason column(s) come after the individual recipient data:
Configuration options
Individual, business, and small business customers can allow the decline option, and require that a custom reason be provided.
- Because a list of reasons isn't available for these tiers of service, a custom reason is captured
At the enterprise level of service, the Decline reasons feature set includes five configurable options.
- Allow signers to decline is the primary enablement toggle, and must be enabled to access the four other options
Allow signers to decline
Enabling this top-level setting inserts the option for most recipient roles to decline the agreement, canceling it in the process.
- Recipients assigned the Certified Recipient role are explicitly excluded and the option to allow them to decline must be discretely configured by Success or Support.
Acceptors: Enable Decline button
When enabled, recipients with the Acceptor role see a Decline/Accept button set on the footer of the e-sign page.
- The Decline to sign option is still included in the Options menu
Require signers to provide a reason
When the Require signers to provide a reason option is enabled, decliners are offered a list of reasons for the decline:
The reasons to decline are configured by the account/group admin and at least one reason must be defined or an error is generated:
Allow signers to provide a custom reason
Enabling the custom reason feature provides the recipient the option to manually enter their own reason in their own words:
Display combined list of decline reasons form account and group
The option to combine both the account-level and group-level decline reasons is only available when configuring the group-level controls.
Leveraging this option allows for creating a core set of universal decline reasons at the account level, and then adding in specialized reasons at the group level designed explicitly for the content generated from that group.
Things to know...
The Certified Recipient role is explicitly omitted from the Decline Reason set of controls. Customers who need to allow Certified Recipients to decline an agreement must engage their Success or Support contact to have the option enabled.