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E-Signature Workflows

E-Signature Workflows

Each e-signature action is available at a specific contract state and transitions the contract to the next state in the lifecycle.

The following table shows the e-signature actions, the contract states where each action is available, and the resulting state transition.

Product Action Description From Contract State To Contract State Workflow
Send for Signature Sends the latest contract document version to DocuSign and notifies recipients to review and sign. Negotiating Awaiting Signature Send Envelope flow
Update Envelope Status Queries DocuSign for the latest envelope status. If all recipients signed, the contract moves to Signed. If a recipient declined, the contract moves to Signature Declined. Awaiting Signature Signed or Signature Declined Update envelope status flow
Revoke Signature Voids all DocuSign envelopes for the document and terminates the signing process. The document version is unlocked for further editing. Awaiting Signature Negotiating Revoke envelope flow
 
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