Occasionally, I'll start a document and then finish it later and it creates two documents. One is left in prefill, and one is sent for signature. That's an issue on its own, but ...
...my real question is how do you cancel an agreement in the prefill stage?
As you have mentioned above, the document lefts in Prefill stage. Could you please let us know what exactly you are referring to as "Prefill" here?
Once you start a document and do not send it, it saves under the draft documents. The document listed under Send for signature only when you send the document.
It would be helpful if you can elaborate the workflow you follow and if possible share the screenshot as well.
I am having the same issue. Once you click the first "send" after you have filled out the document, it goes to "waiting for for you," not to "drafts." On the right side of these, the status says, "waiting for prefill." There is no cancel option until you actually send it. You also can't edit the email addresses to send it somewhere else and then cancel it. So it's stuck there for forever. To try this, simply fill out a document and click send to where it takes you to prefill to ensure everything is correct. But instead of clicking send, back up a couple pages or even restart the program. You will then have documents in limbo that can not be deleted or edited until they have been sent. I had already sent a corrected version so the last thing i want to do is send again. Someone else made a post about this and you responded by linking them to the standard delete instructions. They responded that that didn't work but you never responded again. If you can find an actual way to delete documents like this that were never completed, that would be amazing. It's certainly nowhere in the help section.
Thank you for reaching out and sorry for the trouble.
Sorry as I have not understood your issue correctly. When you say Prefill, are you referring to the window where you can add the form fields in the document?
Would it be possible to share the step by steps workflow you do so we can replicate it at our end? Also, share the screenshot to understand it better.
I am having the same issue. We have a form with three fields (Full Name, Address, Signature) and have it set up so that we prefill the address field before sending to the client.
Workflow:
Home
Click "Start from library"
Select the document & click Start
Fill in client email address, uncheck the box "Preview & Add Signature Fields", & click Next
At this point, we would normally fill in the Address field and click Send, but if we discover an error, there is no way to cancel at this point. If we close the browser tab, log back into Adobe, and go to Manage, it doesn't show up in Draft or "In progress", but rather in "Waiting for you". There is no cancel option available for it. It appears the only way to get rid of it is to go ahead and send it and then cancel it. This would be embarrassing to us for the document to be sent to the entered client email address.
Thank you - That helps a LOT, 'cuz by Default, for whatever reason, when one clicks on Manage, it goes to the items under Waiting for you, Instead of In Progress, so we would always have to click on In Progress to get there, but now after hiding the one under Waiting, it again defaults to In Progress - MUCH BETTER! 🙂
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