Have you ever needed an envelope recipient to approve or decline a document without the need to have their signature or initial visible on the document itself ? 

In that case, the Approve and Decline fields are just what you want !  If the recipient clicks the Approve field, that person is considered to have signed the document and whilst no information appears on the document itself, it is recorded as a signature in the envelope’s history. Similarly, the Decline field allows the recipient to decline signing.

Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how these fields can be used. 

Key Take-aways:

• Approve or decline documents in an envelope without placing a signature or initials on the document.
• Selecting Approve signifies the recipient has signed. It doesn’t add information to the document but records an "Approved" action in the Document history.
• The Decline field functions such as Decline to Sign. The recipient must provide a reason for declining. The action and reason are recorded in the Document history.

Additional Resources:

For further information about these and other field types, check out the following article:

Docusign eSignature field types

We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today !

Continue the Conversation

How have you or your team used the Approve and Decline fields ? We’d love to hear from you. Please also feel free to ask any questions in the comments.