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bvl80008358
Participant
January 20, 2016
Answered

Who can "cancel" a document?

  • January 20, 2016
  • 1 reply
  • 911 views

One of my team members sent a document and realized after sending it that he sent the wrong document. Away from his computer, he contacted me to "cancel" it and send the correct document for signature. When I login and go to the "manage" tab to cancel the document, it doesn't appear to be giving me a "cancel" option. It is only giving me a "delete" option. So now I'm wondering if only the originator can "cancel" and what would happen if I selected "delete?"    thanks.

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Correct answer Rijul Raj Khurana

Hello BV,

The sender of document has the access level to cancel and delete the document later. Now, if the document is still "Out for Signature" section, then you can single click it and on right click Cancel. If the document is already cancelled, then it's shown under Cancelled/Declined section and the Delete option is shown then.

Regards,

-Rijul

1 reply

Rijul Raj KhuranaCorrect answer
Inspiring
January 23, 2016

Hello BV,

The sender of document has the access level to cancel and delete the document later. Now, if the document is still "Out for Signature" section, then you can single click it and on right click Cancel. If the document is already cancelled, then it's shown under Cancelled/Declined section and the Delete option is shown then.

Regards,

-Rijul