Delete
Last updated
Last updated
© Ascertia Limited 2024
When you delete a document, it is purged from your SigningHub account and cannot be recovered again. You can delete any document(s) from your documents list, provided it is allowed in your role. But before deleting a document, you need to know the following considerations:
| User | Document deleted | Status | Order | Impact on workflow |
|---|---|---|---|---|
Deleting a document in "Draft", "Signed", "Approved", "Updated", "Completed, or "Declined" status does not have any impact on the workflow.
Click the "Documents" option in the navigation panel.
Select the document(s) that you want to delete and click the 'Delete' button in the information panel.
Click "Delete" on the confirmation dialogue.
If you cannot find the 'Delete' button in the information panel, this implies it is not allowed in your role to delete a document.
Before it is signed/ approved/ updated by a recipient
In Progress
Individual
The document will be recalled from all those recipients' accounts who haven't signed/ approved/ updated the document.
Such recipients will be notified through an email for this activity.
Those recipients who have signed/ approved/ updated the document before deletion, will still have the signed/ approved/ updated copies of the document in their accounts.
Before it is signed/ approved/ updated by the 1st recipient
In Progress
Sequential
The document will be recalled from the 1st recipient's account.
The workflow will be stopped.
The recipient will be notified through an email for this activity.
After it is signed/ approved/ updated by the 1st recipient and before the 2nd recipient's signature
In Progress
Sequential
The document will be recalled from the 2nd recipient's account.
The 2nd recipient will be notified through an email for this activity.
The workflow will be stopped.
The 1st recipient will still have the signed/ approved/ updated copy of the document in their account.
In any case..
In Progress
Parallel
The document will be recalled from all those recipients' accounts who haven't signed/ approved/ updated the document.
Such recipients will be notified through an email for this activity.
Those recipients who have signed/ approved/ updated the document before deletion, will still have the signed/ approved/ updated copies of the document in their accounts.
After receiving it from a document owner
Pending
Individual
The document will be declined and shown with the "Declined" status to the document owner and the recipient.
After receiving it from a document owner
Pending
Sequential
The document will be declined, and workflow will either stop at that point or continue to the next signer, based on the workflow configuration (i.e. the "continue workflow on decline" option is enabled or not):
When the option is enabled, the document will be shown as "Declined" to the document owner from the recipient's account. However, the document is still moved to the next recipient in the workflow.
When the option is left disabled, the document will be shown as "Declined" to the document owner from the recipient's account, and the workflow is stopped.
After receiving it from a document owner
Pending
Parallel
The document will be declined, and workflow will either stop at that point or continue to the other recipients, based on the workflow configuration (i.e. the "continue workflow on decline" option is enabled or not):
When the option is enabled, the document will be shown as "Declined" to the document owner from the recipient's account. However, the document is still available for other recipients in the workflow.
When the option is left disabled, the document will be shown as "Declined" to the document owner from all the recipients' accounts and the workflow is stopped.
