The short answer

Signer, workflow and payment statuses are distinct. Review the document ID and each recipient before reminding, cancelling or creating a replacement.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Review the request

    Locate it by document title or document ID—not a generated signer ID—and inspect each signer’s pending, sent, viewed, signed, declined or expired state.

  2. Send one safe reminder

    Verify the signer email and pending state, choose Remind once and wait for the delivery result.

  3. Handle delivery errors

    Record the exact error. Reauthorize the email provider when its authorization grant is invalid, expired or revoked.

  4. Preserve declined or expired records

    Keep the original status, reason and audit events. Create a corrected new request instead of altering historical evidence.

  5. Avoid guessed links

    Use only the generated signing link for the correct request and recipient; never construct tokens manually.

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