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How to recall or revoke a document after sending it?

Mon, 12 Apr, 2021

  • Find the document to be revoked in dashboard or My Documents and select it.

dashboard-waiting-for-others.png

My Documents Page

  • The document overview page opens up and there is a More Actions button on the top-right corner.
  • Clicking the More actions button reveals options such as View document, Re-assign, Clone document, Decline, Revoke, Download document, and Send reminder.

revoke-option-menu-items.png

  • Select revoke option and a confirmation dialog box appears.

revoke-dialog.png

  • Enter the reason for revoking the document in given text box before confirming revocation.

Result of Revoking a Document:

  • Both the sender and signer are notified about the revocation of document and also sent a mail.

Revoked Email For Sender

Revoked Email For Signer

  • The signer can’t sign the document anymore.
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