[Account Owner] How to Cancel or Void an eSignature Document (Adobe Acrobat Sign)

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.

How to Cancel a Document

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 failedotherwise it cannot be deleted.


To delete a document with some signers(status Opened), or no signers(unsigned) follow the below gif:

If the primary document fits the above criteria and can be deleted.

Please note that any attached invoices or subscriptions will also be deleted as well and must be re-sent.

To permanently delete the document that shows voided, use the dropdown arrow on the document and click Permanently Delete Document, confirm the deletion an it will be removed.


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