Overview
Sent documents to a client with incorrect details? or perhaps the documents were sent to the wrong recipients altogether.
Don't fret, you can now void documents to be signed electronically, directly from the Global Documents Screen.
Navigation
| From the Main Toolbar, go to Documents |
Instructions
Only documents under the status of Electronic Signing - Sent to Client can be marked as void.
Select Options besides the document, and click Void.
Enter the reason for voiding, and click Void Document
Note: Once voiding a document, this cannot be reverted.
The document will then be voided, which will prevent all recipients of the document from signing.