[Account Owner] How to Cancel or Void an eSignature Document (DocuSign)

Please note: All signature request email links do expire after 30 days. To refresh the link, please send a reminder on the document or share the URL link from inside AdvicePay.

How to Cancel a Document

Any primary document alone can be canceled even when all signatures have been obtained. If the document has an attached invoice or subscription attached, it must be in a status of  unpaid, overdue, or failed, otherwise it cannot be deleted. 

Important: If the primary document fits the above criteria and can be deleted, please note that any attached invoice, subscription and engagement will also be deleted. 

To cancel a document, and any attached invoices or subscriptions (if applicable), where some signatures have been obtained but not all, click the dropdown menu and select Cancel Document. 

If all signatures have been obtained, click the drop down menu next to the relevant document and select Permanently Delete Document.

Canceling a document will update it to Voided on your end, and remove it from other signees' accounts entirely. 

Important: If you delete/cancel an invoice that has a document attached to it, that document will not be voided. Documents that still need signatures can be signed successfully! If you need to cancel the attached document, you'll want to do so by following the steps above. Any attached invoice, subscription and engagement will also be deleted. 

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