Stop recipients from viewing or signing a document. For example, you can
cancel the signing process for an envelope if you sent that envelope to a unintended
signer, the envelope or the routing order has errors, or you no longer require a digital
signature from the envelope recipient.
You can void any envelope that has the
In Process staus in DocuSign. For more information, see the
following article in the DocuSign Developers documentation: Void Envelopes.
Before you begin: Save the pySetEnvelopeCredentials data
transform rule as part of your application ruleset in the case type class that
integrates with the DocuSign services.
Find and open the pySetEnvelopeCredentials data
On the Definition tab, in data transform step
4, set the
.pyRequest.pyEnvelopeID property value equal to the ID
of the envelope that you want to void.
Add the following step as a sibling, below data transform step
Action – Set
Source – "void"
The following figure shows the
pySetEnvelopeCredentials data transform definition that
enables voiding an envelope:
Confirm your settings by clicking Save.
What to do next: In the case type that integrates with the DocuSign
services, add an optional action that references the
pxVoidDocuSignEnvelope flow action rule. By adding this flow
action to the case type, the case worker can void the envelope from the work object. For
more information, see Adding optional actions to cases.
Requesting digital signatures through DocuSign templates
Configuring your DocuSign account to send event notifications