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.