Trainer Tips Live: Approve and Decline Fields in eSignature

Do you need a recipient to approve or decline a document without adding their signature or initials? Docusign’s approve and decline fields let recipients take action without leaving a visible signature—while still ensuring compliance and traceability in the envelope history.

Join Docusign Product Trainer Erik Engelstad in this Trainer Tips Live session to learn how these fields work and how they can streamline your approval workflows.

What you’ll learn: 

• Approving or declining a document without placing a signature or initials

• How to properly configure these fields within a document

• How the decision is captured in the Envelope history and Certificate of Completion.

Why you should join: 

• You manage or send documents for approval and want to streamline your workflow. 

• Your workflows require clear and unambiguous consent or rejection of the contents of a document.

• You want to identify opportunities to leverage these fields in your business processes.

How to participate:

• Register for the event and add it to your calendar.

• Bring your questions for Erik to address during the Q&A session.

• You’ll receive a follow-up email with additional resources, Docusign University course recommendations, and an invitation to join the next session.

• If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section.