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I have an e-signature workflow with three recipients: borrower, finance dept, and comptroller. I already have the process set up to allow the finance dept to decline the document.  I want to know if there is a way to set up a decline process for the comptroller recipient.  

Say the finance department e-signs the document, but the 3rd level (comptroller) finds an issue with the document.  Is the comptroller (3rd recipient in this workflow) allowed to decline?  If so, I want the workflow to bounce back to the 2nd recipient, which in this case is Finance department.  

Hi @madsanders,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you would like to allow your signers to negotiate changes to an envelope without voiding the document in the process, and I will share more details on the topic.

 

The best way to approach this scenario would be by setting up Collaborative Fields. 

 

With this option your recipients will be able to request changes to fields completed by other users in an envelope, which will trigger the envelope workflow to be restarted.

 

For more details on how to work with this feature, see:

 

Collaborative Fields
 

Set up a Collaborative Field
 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

Hi @madsanders,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

 

@Alejandro.Ramos amazing, we will test this feature. 

Hi @madsanders,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

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