WFM UK: HR UK: Voiding an E-Sign Document within the HR Module

Overview

The E-Sign functionality allows E-Sign submissions to be deleted or 'voided'. This may be required if a wrong email address is used initially or some document details are incorrect. Once a submission is voided, the recipient will not be able to open or sign any of the documents it contains. 

The Void/Delete functionality cannot be used to make adjustments to mappings nor used once a document has been signed/completed.

Voiding an E-sign Document within the HR Module

• Go to HR > Administration > Document Management > E-Sign Documents

Fig.1 - Accessing E-Sign Documents in HR

The Current Documents view will be displayed.

• Find the E-Sign submission required and select View

Fig.2 - E-Sign Documents - Current Documents, selecting 'View'

• In the pop-up window that opens, select Delete 

Fig.4 - Delete an E-Sign submission

• Enter a Reason For The Delete and then select Send (as in 'send 'the request to void the document)

Fig.5 - Delete Reason

The Document History will update with 'Pending' on the delete request, whilst DocuSign process the delete request, and then 'Voided' once complete.

Fig.6 - Document Status -'Pending' (pop-up window)

Fig.7 - Document Status 'Voided' (pop-up window)

The Document Status within the Current Documents view will also update with 'Envelope Voided'.

Fig.8 - Document Status Update (Current Documents View)

Any attempts by the recipient to open or sign this document will result in an error message for them.