Overview
The ClientPoint Sign Decline feature gives users and recipients greater flexibility and control when reviewing signable documents.
With this feature, recipients now have the ability to decline any signable document that they do not wish to sign - with clear visibility to both the sender and recipients.
When a document is declined:
✅ The file will no longer be available for signing
✅ The document remains viewable for all parties, but signatures are disabled
✅ The file must be revised and re-marked as signable by the sender if the signing process needs to be restarted
This functionality helps maintain document accuracy, ensure compliance, and support clear communication between parties during the signing process.
How It Works
1️⃣ Sending a Signable Document
When a sender prepares and sends a document through ClientPoint Sign (such as a contract, agreement, approval form, or onboarding document), it is marked as “Signable” - and recipients are invited to review and sign.
2️⃣ Recipient Declines to Sign
If the recipient chooses to decline the document, they will:
- Click the “Decline” option in the signing interface
- Optionally provide a reason for declining (if required by sender settings)
Once declined:
- The document’s signable state is locked - meaning it can no longer be signed by anyone in the approval chain
- The document remains visible in ClientPoint for transparency - but signing actions are disabled
- The sender and other relevant parties are notified of the declined status
3️⃣ Revising a Declined Document
To proceed with a declined document, the sender must:
- Revise the document (if appropriate)
- Re-mark the document as Signable in ClientPoint Sign
- Re-send to recipients for a new signature process
Benefits of the Decline Feature
✅ Increases document accuracy - errors can be flagged before signature
✅ Supports compliance - especially in highly regulated industries
✅ Promotes clear communication between parties
✅ Prevents accidental or inappropriate signatures on outdated content
✅ Ensures an auditable record of the decision to decline
Important Notes
- Declined documents remain visible to recipients and internal users for record-keeping
- Documents must be updated and re-sent if signing needs to resume
- Decline action is permanent on that version of the document (until revised)
- Document owners can track declined actions within ClientPoint Sign Analytics
- The ClientPoint Sign/Decline update cannot be changed on a per-account basis. It’s a company-wide setting that only the company administrator can enable or disable
Summary
The ClientPoint Sign Decline feature ensures that all signing activity within ClientPoint remains transparent, controlled, and secure. It empowers recipients to responsibly decline documents when necessary - while giving senders clear paths to revise and move forward.
As part of our ongoing improvements, this feature helps ClientPoint customers maintain a more professional, accurate, and human-centered digital signing experience.
Need assistance? Contact support@clientpoint.net or your ClientPoint Account Manager — we’re here to help!