Recalling a request removes it from the client’s Liscio account but keeps it visible on your Requests page as 'Recalled.'
Reasons to recall:
Sent the wrong request.
Details changed, requiring a new request.
Organizer not opened; recalling credits your organizer count.
Tax return needs edits; recalling prevents clients from signing the wrong version.
Recalling a Sent Request
On the Requests Page, navigate to the Request you wish to recall.
Click the ellipses to the right of the request.
Click Recall Request.
Confirm the recall.
The request will then be labeled 'Recalled' and removed from the client's Liscio account.