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Allow Managers to Cancel eSign Requests

  • June 18, 2026
  • 0 replies
  • 17 views

Managers can't decline eSign requests in Bob because there isn't a built-in Reject option within the eSign workflow. If a manager doesn't want to approve a request, they can only cancel it—provided they have the required permissions. If they don't have access to cancel requests, an Admin will need to cancel the request on their behalf.

 

To allow managers to view and cancel eSign requests:

1. Go to System Settings > Permission groups.

2. Select the relevant permission group (i.e. Managers).

3. Open the People's data tab.

4. Under Docs > eSign templates > Requests, enable:

* Manage selected employee requests

* View selected employee requests

 

==> Link to the image showing the required permissions: https://app.screencast.com/9oEmxS78l0LYU

 

Once these permissions are enabled, managers will be able to access employee eSign requests and cancel them when needed.