How do I cancel an envelope without notifying assigned parties?
We call this ‘Expiring’ an envelope.
1. Firstly, just go to your ‘Library’
2. Find the envelope you want to expire and click the title of the envelope to view the envelope status page. Here, you can remind, expire or cancel the envelope as well as view the history log.
3. To expire the envelope, just click the ‘Expire envelope’ button near the bottom right of the page.
4. You can either select a date and time you wish the envelope to expire at or just expire it immediately.
Once expired parties will no longer be able to view the envelope. This action is exactly the same as cancelling an envelope except we don’t notify any of the parties that the envelope has been expired, it’s also important to note that once expired, we cannot retrieve the document.
⚡️ Tip – You can also set envelopes to expire automatically, read more here.
“Will expiring an envelope refund the credit?”
“Can I ‘undo’ this action?”