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 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 and will need to be re-sent.
To permanently delete the document use the dropdown arrow on the document that shows status of Voided and click Permanently Delete Document, confirm the deletion an it will be removed.