Cancel all tasks
If you want to cancel all tasks for a document assignment:
š This stops the document for every recipient linked to that assignment who hasn't completed it yet. Recipients who have already completed their tasks aren't affected.
Go to Team View, then Team Management āŗ Documents.
Find and open the document.
Select the three-dot menu (ā¢ā¢ā¢) in the top-right corner of the assignment block, then Cancel all tasks.
āIn the Cancel task for [N] recipient(s)? window, select Cancel task(s). In-progress recipients and all eligible company signers will no longer be required to complete the document, and any progress made will be erased.
Cancel for one recipient
If you only need to cancel the task for a specific person:
š This removes the document task just for that individual, without affecting other recipients.
Expand the recipient list under the document.
Find the person whose task you want to cancel.
Select the three-dot menu (ā¢ā¢ā¢) next to their name, then Cancel task.
āIn the Cancel task for [name]? window, select Cancel task.
See who cancelled a task
Once a task is cancelled, its status shows Cancelled. You can see Cancelled on [date] by [name] in the document's recipient list.