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Canceling a document

Updated on November 23, 2022

You can cancel a document that you already sent for signature collection if you decide to sign the document offline.

To cancel a single in-process envelope that is not locked or signed by any of the recipients, do the following actions:

  1. Add the pxVoidDocuSignEnvelope flow action as a case-wide local action.
    At run time, you can cancel an outstanding document by selecting the local action from the work object.
  2. Override the pySetEnvelopeCredentials data transform to specify the ID of the envelope that you want to cancel.

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