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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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