Sometimes you might send a document for signature but would like to withdraw it. You can do so by 'voiding' a document that went out for signature as long as the document is not fully signed yet.
- Go to the item that triggered the document
- Click on the DocuGen Sign view
- Select the History tab
- Click the dropdown menu (...) at the far right of the document
- Click Void and confirm
This will send out an email to all signers who already signed the document informing them that the document has been voided. Signers who have not yet signed the document will not get any notification.
| ⚠️ Note: You cannot void or delete a document that has already been signed by all signers. |
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