Cancelling a document

 

At times there happens to be reasons to cancel a document that has been sent for signature. Disagreement of terms, expiry of document etc. are the common reasons. Documents once sent for signature cannot be edited, if you need to make any changes you have to first cancel the document and clone it.

  1. Goto “My Documents” by clicking the link on the menu which appears on clicking your avatar on the top right of the navigation bar.
  2. Click on “Waiting for others” tab.
  3. From the list of documents click on the down arrow against the document you want to cancel.
  4. You will be presented with dropdown menu. Click on “Cancel” from the dropdown menu
  5. You will be prompted to enter the reason for cancellation so that all recipients are notified by email about it.

Cloning Cancelled Document

If you wish to create a new document from the cancelled document and make amendments,

  1. Goto the “Cancelled” tab
  2. Click the button “Copy” again the document you want to clone.
  3. You will be prompted to confirm if you want to clone the document. Click “Yes”
  4. You will be taken to the new document where you can edit it.