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How to delete the bulk send?

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2 mins read

In BoldSign, you can delete the bulk send once the signing process is completed. However, you cannot delete the bulk send if it contains documents in progress. You must first revoke all the pending document(s) and then delete it.

Delete bulk send

  • Select My Bulk Send on the Bulk Send menu and you will be directed to the My Bulk Send page.
  • On the My Bulk Send page, click on the context menu of the bulk send and select the Delete option.

Delete option

  • The bulk send will be deleted successfully and moved to the trash folder.
  • If you wish to permanently delete the bulk send, you can click on the Trash option on the Bulk Send menu and select the Delete forever option on the context menu of the bulk send.

Delete forever option

  • If you try to delete a bulk send that contains in-progress documents, a dialog box will pop up with a warning message as shown below.

Dialog box

  • You must revoke all pending documents by clicking on the Revoke option to delete the bulk send.

Revoke option

Delete a particular bulk send document

  • To delete a document for a particular signer, click on the bulk send and you will be taken to the Bulk Send Document page.
  • On the bulk send document page, click on the Context menu of the bulk send document and select the Delete option.
  • The bulk send document will be deleted successfully.

Delete option

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