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How to Cancel Form?

This guide helps to how to cancel a form in Doculan when it is no longer needed. Walks you through navigating to the form, initiating the cancellation, confirming the action, and reviewing the audit trail for tracking. It ensures you can safely stop a form workflow with full transparency.

Step 1: Navigate to Cancel the Form

  • Status must be Sent
  • Navigate to the Doculan Dashboard and click Forms.
  • Locate the form and click the ⋮ (three-dot) icon under the Actions column.
  • Click Cancel.

Screenshot1:

Step 1 — Cancel the Form

Step 2: Confirm the Cancellation

A confirmation popup appears with details.

  • Review the message: “Are you sure you want to cancel this form ? This action is irreversible.”
  • Click Confirm to proceed.

Step 2 — Cancel the Form

--> Check the status after the form is cancelled.

Step 3 — Cancel the Form

-->The above Screenshots represents that How to cancel the Form.

Step 3: Audit Trail

  • Navigate to the Doculan Dashboard and click Forms.
  • Locate the required form and click the ⋮ (three-dot) icon under the Actions column.
  • From the Actions menu, you can perform the below operations:
  • Audit – We can check the timesheet from the audit trail.

Step 4 — Cancel the Form

-->The above Screenshot represent that Audit Workflow of Cancel Form.