[Advisor] How to Cancel or Void an eSignature Document (DocuSign)
How to Cancel a Document
Account Owners and their Admins can cancel documents and send an email informing the Advisor. This setting is located under Firm Settings, Emails, and Notifications, eSignature.
Any stand-alone or voided document can be canceled even when all signatures have been obtained.
However, if the document has an attached payment request, it must be in the status of unpaid, overdue, or failed, otherwise it cannot be deleted.
If the primary document fits the above criteria and can be deleted, please note that any attached invoices or subscriptions will also be deleted.
Click the screen to see each step of the process:
Note: If you delete/cancel an invoice or subscription instead of canceling the document, the document will not be voided.
Canceling a document will update it to Voided on your end, and remove it from other signees' accounts entirely.
FAQ's
Why did my document get voided?
Depending on the firm, you may or may not receive an email if a document is voided by the Firm's Home Office or Account Owner. If you do happen to receive an email with the header "Document Voided", please reach out to your Home Office or Account Owner.
The below email verbiage may look similar to the example below:
