Step 8 - Overriding the Document Process

Voiding a Document

Documents can be removed from the recipient’s portal by clicking the minus sign on the document item from within the entity to which it is attached:

The status indicator changes to show the document has been voided, but will remain on the entity’s record for the administrator to see:

Removing a Document

Documents that have been voided can be removed completely by clicking the minus sign again:

Re-opening Workflow
The Workflow on Documents can be re-opened at any stage prior to signing/setting as signed. To Re-open Workflow, firstly click the Manage Workflow icon:

Then click the Workflow icon as follows to Re-Open the process:

The following confirmation box will then appear:

Once re-opened, the document’s status will revert to ‘initialized’, ready to be ‘sent’ again from the system: