Actions on a request
A sent request is not frozen. From the TrueSign Status component (or the Envelopes tab), four actions manage ongoing requests (Ongoing):
Resend
The signer deleted or lost the invitation email? Resend generates a new link and resends the invitation — only to signers still in "Pending" status.
- If the signer has already signed, the action says so explicitly.
- Any other error shows the actual detail returned by Yousign (no generic message).
- The button is hidden for in-person signers — there is no email to resend.
Correct
Correct modifies an in-flight request without recreating it:
- fix a signer's email (typo);
- add or remove a signer;
- change the expiration date.
Documents already signed by at least one signer can no longer be modified — only signers and expiration remain correctable.
Cancel
Cancel closes the request with a reason (forwarded to Yousign); signers receive a cancellation notification. The status moves to Cancelled — final.
Refresh
Refresh forces status synchronization with Yousign — useful if the webhook is not configured or a notification was missed. A green "Status updated" toast confirms the sync.
Traceability: every action (send, resend, correction, cancellation) is timestamped in the request history, viewable in the component's audit log.
Deletion: deleting a request also cascades to its signers, its audit log and its bulk-send rows — no orphan records remain.
| Action | Available when | Effect at Yousign | Signer notification |
|---|---|---|---|
| Resend | Ongoing, signer pending | New link generated | Email re-issued |
| Correct | Ongoing | Request updated | Depends on the correction |
| Cancel | Ongoing | Request cancelled with reason | Yes, explicit |
| Refresh | Ongoing | None (read-only) | No |