There was some talk about removing the opt-out functionality in other threads because it seems as though it is basically the same as “Decline”. The package gets put into draft mode as soon as a signer chooses this. But I would actually like to see Opt-Out be used to let the package continue to be signed. We have a customer who requested this, apparently a signer has a conflict of interest and wanted to “opt-out” rather than decline since they don’t need all signers to sign, just a majority. And now they have to restart and remove the signer that can’t sign and collect signatures from everyone again.
Checking in on this again. We are getting more and more requests for it. Here is an example of a use case.
“The documents must be available for all users to approve but only 4 have to sign. It would be nice to have parameters that I can set where all have the option to sign but once 4 have I can mark it completed”
So this case may be a little different in that they might not have people actually opting-out so they would need a way to mark it complete after the required number of signatures. But I’d settle for just opting out and keeping the package available to sign at this point.
Docusign has the ability to mark a signature as optional although it looks like they still have to take some action to “complete” the package. This would totally work. They also have the ability to “Correct” a package where signing has already started where you can remove people who haven’t actually signed up to that point.
Any updates on the possibility of optional signers or maybe even “correcting” documents where signing has already started?
My company also requires this functionality. When we demo’d our application with eSignLive functionality integrated into it, our clients first question was about having someone else take over the signing responsibility. This means that we need to add/remove signers after a document has been partially signed. Is this still in the road map?