Sometimes you may need to cancel an ongoing e-signature request for example, if you sent it to the wrong recipient, updated the document, or no longer need it signed.
This guide explains how to cancel such eSign documents in Doculan and what happens afterward.
- In the Status column, find the document that is Pending, Sent, or In Progress.
- Click the (⋮) (three dots) button under Actions for that document.
- Choose Audit to confirm the current activity and signer progress (optional).
- Once confirmed, click the Cancel eSign option.
You can only cancel documents that are not yet completed or not fully signed by all parties.
After selecting Cancel eSign, a pop-up confirmation appears.
Steps to Confirm Cancellation
- Click Cancel eSign from the dropdown menu.
- A confirmation dialog appears
"Are you sure you want to cancel this eSign document?" - Optionally, enter a short reason for cancellation (helps in tracking).
- Click Confirm.
- The system updates the status to Cancelled.
When the document is cancelled:
| Effect | Description |
|---|---|
| Status Update | Status changes to Cancelled immediately in the dashboard |
| Recipient Access | Any signer trying to open the old link will see: "This document has been cancelled by the administrator and is no longer available." |
| Email Notification | All recipients receive an automatic email informing them of the cancellation |
| Audit Log | A new entry is created in the Order Trail indicating cancellation time and user ID |
You can verify all cancellation events in the Audit Trail.
- Click the Audit button for the specific document.
- The Audit page displays( all entries below with timestamp) Document creation time Sent time Opened by Signed by Cancelled by [User Name]
You've successfully cancelled an eSign document in Doculan!
The cancellation ensures that incomplete or incorrect sign requests are safely withdrawn without confusion or risk of unauthorized signing.
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