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If a Client Has Not Signed the Document Yet, Can I Cancel the Document That Is Out for Signature?

Yes, you can cancel a document that is out for signature:

  • Go to the Documents tab.
  • Filter for documents that are Out for Signature.
  • Locate the document you want to cancel.
  • Click the three dots ("...") under the Actions column.
  • Select "Cancel."

Once canceled:

  • The recipient will no longer be able to sign the document.
  • The document status will change to "Canceled."
  • You cannot undo the cancellation or reactivate the document once it’s been canceled.