Skip to main content

Cancel assigned documents

If a document assignment is no longer needed, you can cancel it.

Updated over a month ago

Cancel all tasks

If you want to cancel all tasks for a document assignment:

πŸ“Œ This stops the document for every recipient linked to that assignment.

  1. Go to Team View, then Documents.

  2. Find and open the document.

  3. Select the three-dot menu (β€’β€’β€’) in the top-right corner of the assignment block, then Cancel all tasks.
    ​

    Cancel entire assignment.png

  4. Confirm, then Cancel tasks.


Cancel for one recipient

If you only need to cancel the task for a specific person:

πŸ“Œ This removes the document task just for that individual, without affecting other recipients.

  1. Expand the recipient list under the document.

  2. Find the person whose task you want to cancel.

  3. Select the three-dot menu (β€’β€’β€’) next to their name, then Cancel task.
    ​

    Cancel document for a team member.png

Did this answer your question?