Cancel a Pending Signature
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How do I cancel a pending signature request?
Purpose: To teach you how to cancel a pending signature request. We provide the option for you to cancel a specific pending signature request just in case you did not intend to send it out yet. This guide will show you the easy steps to take in accomplishing this task.
Table of Contents
Signed Documents report
Go to the Signed Documents folder under the Reports tab. Click on the name of the signed document of which you would like to cancel its corresponding signature request.
Cancel an individual request: Hover over the name of the person who has a pending signature request that you would like to cancel. Click the "X" to cancel the request.
Cancel all pending requests: To cancel multiple pending requests, click More, then select Cancel All Pending. This action will immediately cancel all pending signature requests for the document.
Please note that the system will automatically cancel any requests that are pending for more than 180 days. You can resend the request if it is still needed.
You can send out an email reminder to a signer by clicking the bell icon upon hovering over a request.
Deleting a signature template does not automatically cancel all pending signatures for that document. You will need to cancel those requests from within the report.
How do I bypass a signer?
To bypass a signer from the Signed Documents report, select the document, hover your cursor over the line with the signer you would like to bypass, and then click on the double arrow button.
You will then see a confirmation modal. Click Yes, Skip Request to confirm the skip. Their status will then show as "Skipped."
Note that only the Account Owner or full admin users can skip a signer, and each skip will need to be done individually. There is no way to skip signers in bulk.
The certification page for your document will display bypassed signers and the admin who bypassed the signatures.
Each signer receives an email notification when it is their turn to sign. If a signer is skipped and opens the request, they will see the notice above letting them know their signature is no longer needed.