How to Cancel or Void an eSignature Document (DocuSign)
How to Cancel a Document
Any stand alone or voided 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 invoices or subscriptions will also be deleted!
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.
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 or subscription 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 follow the steps above. Any invoice or subscriptions attached to the document will be deleted.
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:
