Reasons

When e-signing a document, e-signers must specify the reasons for approving or declining it. Administrators can configure the available reasons for e-signature from this section.

Adding a Reason

To add a Reason:

1. Click Add to create new reasons. The Create Reasons pop-up window is displayed.
   
   
   
   
   
   

Deleting a Reason

To delete a Reason:

1. Select the category and click Delete from the top ribbon.
   
   
   
2. A ‘Delete Item Confirmation’ pop-up window is displayed.
   
   
   
3. Click ‘Yes’ if the user wants to delete the question level.

Editing a Reason

To edit a Reason:

1. Select the category and click Edit from the top ribbon. You can also double-click the question level to edit.
   
   
   
2. The ‘Edit Reason’ pop-up window is displayed. Edit the details as required and click Save.