It may happen that you want to cancel a transaction you have sent. This is useful if there is an error in the document, or if the request was accidentally sent to the wrong person. Please note that you cannot modify a transaction after it has been sent; cancelling and then resending it is the often the correct approach.
Follow these steps to cancel a transaction:
Navigate to 'Transactions': In the web portal, go to the overview of your transactions.
Select the Transaction: Click on the transaction you want to cancel. You will now be taken to the details page of this transaction.
Open the Actions Menu: Look for the three dots (⋮). Click on it.
Choose 'Cancel transaction': Select the 'Cancel transaction' option in the menu.
A new screen will now appear where you can specify the reason for the cancellation.
Add a Reason (Optional but Recommended): In the field that appears, you can add the reason for the cancellation. This reason will be visible later in the transaction details, which is useful for administration and any potential questions.
Inform Signatories (Optional): Check the 'Inform signatories' option if you want to automatically notify the signatories by email about the cancellation and the specified reason. Please note: This automatic email is only sent if the transaction was created with the 'sign on invitation' setting.
Confirm the Cancellation: After you have entered the reason (if desired) and indicated whether you want to inform the signatories, click the 'Cancel transaction' button.
After successfully cancelling the transaction, a confirmation message will appear on your screen.
Do you have any questions regarding the portal? Contact us through a support chat or email us at support@signhost.com.