How to void or revoke a document after sending it?

Revoking a document refers to the process of recalling or canceling a document before it is signed. This may occur for a variety of reasons, such as the presence of errors or inaccuracies in the document, or the document being sent to the wrong recipient. In BoldSign, the sender can revoke a document after it has been sent.

Follow the below steps to revoke a document:

• Find the document to be revoked in Dashboard or My Documents and select it.
• The documents overview page opens, and there is a More actions button in the top-right corner.
• Clicking the More actions button reveals options such as View document, Re-assign, Clone document, Decline, Revoke, Download document, and Send reminder.
• Select the Revoke option, and a confirmation dialog box appears.
• Enter the reason for revoking the document in the given text box before confirming revocation.
• Click Yes, revoke button, and the document will be revoked successfully.

Result of Revoking a Document

• The sender and signer are notified about the revocation of the document and sent an email. The below image shows the revoked mail of the sender.

• The below image shows the revoked mail of the signer. Once it is revoked, the signer can’t sign the document anymore.

How to delete a revoked document

Once a document has been revoked, it can be permanently deleted from your account if it is no longer needed.

Follow these steps to delete a revoked document:

• Navigate to Dashboard or My Documents.
• Locate and select the revoked document.
• Click the More Actions button in the top-right corner.
• Select Delete Forever.