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How to void or revoke a document after sending it?
Published:
1 min read
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.