How to Void Your Document During the Signing Process

Under certain circumstances, you notice that there are some mistakes in the document but unfortunately it has been sent to the signers. With DottedSign’s Void feature, the Sender can stop the signing process in the middle of the workflow before the document is signed by all parties.

Below are the steps:

1. Go to the “Waiting for Me” or “Waiting for Others” section in the dashboard.
2. Choose the task that you have created and sent for signature.
3. Click “More (···)” to expand the settings tab.
4. Select “Void”.
5. Click “Void” again to confirm voiding the task.
6. The voided task will be moved to the “Canceled” section.
7. Please note that the document link that was previously sent to the signers will be invalid.
8. You and the signers will receive a notification email of the voided task.

*Note:

1. Only tasks that were created and sent from you (Sender) can be voided. Based on the latest signer’s status, you can find these documents either in the “Waiting for Me” section or the “Waiting for Others” section.
2. Signers will not be able to view the document once it has been voided.

How to Download the Audit Trail of Your Voided Task

1. Go to the “Canceled” section.
2. Select the voided task you would like to download the Audit Trail.
3. Click “Audit Trail” and it will be saved to your local file in a PDF file.

From the Admin Perspective: How to Set the Void Permission for the Team Member

1. Go to the “Admin Console”.
2. Click “Permission” under the “Organization”.
3. Click “ Edit” to change the setting.
4. Scroll down to find “Void the incomplete signing tasks - Sent by the users themselves” and “Void the incomplete signing tasks - Sent by team members” under the Tasks - Get Signatures”.
5. Select or unselect the checkbox to give or remove the permission to the role.
6. Scroll up and click “confirm” to apply the change.

*Note:

1. “Void the incomplete signing tasks - Sent by the users themselves” gives the selected role permission to void the task that is sent and owned by themselves.
2. “Void the incomplete signing tasks - Sent by team members” gives the selected role permission to void the task that is sent by other team members.

From the Admin Perspective: How to Void Team Members’ Tasks

1. Go to the “Admin Console”.
2. Click “Management” under the “Task”.
3. Select the “Waiting” tab.
4. Search the task you want to “Void”. You can use the search feature to quickly locate the document.
5. Once you have located the document you would like to void.
6. Click the chosen task to view the document.
7. Click “More (···)” on the upper right hand side to expand the settings tab.
8. Click “Void” to stop the signing process.
9. The voided task will be moved to the “Canceled” section.

*Note: Only tasks in the “Waiting” status can be voided.

From the Admin Perspective: How to View Voided Task of Team Members

1. Go to the “Admin Console”.
2. Click “Management” under the “Task”.
3. Select the “Canceled” section.
4. You may find all team members voided tasks in the section.