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Stubee1
Participant
February 22, 2018
Question

Unable to Cancel Agreements As Docs sent by API

  • February 22, 2018
  • 0 replies
  • 361 views

Hi,

So today on our Echosign site/portal I created a new service account and provided them with access to the templates they require and to view agreements which have been sent out to customers etc.

We have an API in place for our CRM where any new completed orders are auto-sent an e-sign document, however because the document goes through our CRM's API and a system account it looks like the service team, who should really manage the agreements. can't cancel outstanding/unsigned agreements?

From the this link...Cancel an agreement "Only the sender of a document can cancel it.Only the sender of a document can cancel it."

is there a way around this or something I'm missing in the config?

Thanks

Stuart

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