How to Delete an E-Sign Request
How can I delete a document sent for signature? I sent the wrong document for signature, how can I delete it? I need to send a corrected request, how to delete the older one?
NOTE 1: Deleting an e-sign request does not release any of the signers from the signed document. Its like shredding your copy of a signed document. Others may still have a copy.
NOTE 2: Completed e-signed documents generated by Encyro contain standards compliant digital signatures and court admissible audit trails. So even if all copies of the signed document within Encyro are deleted, copies saved outside Encyro can be used to verify the e-signature using third-party PDF readers, and may be used to enforce it.
If You were the Sender
If you sent an e-sign request, regardless of whether you are one of the signers or not, you may delete the request only if it has been completed or revoked. To delete a request that has not been signed yet, first open the request by clicking on it and revoke it by clicking the 🚫 icon near its top right:
Then you can delete it by reloading the page and clicking the trash can at the top right.
If You were Not the Sender
On Dashboard and Documents, incoming e-sign requests can be deleted in your Encyro account by clicking the three dots at the right and selecting Delete. Requests need not have been completed or revoked.
Related articles
-
Send an Encyro E-Sign Request
To send an electronic signature request, login to your Encyro account and: Click the Compose E-sign button in the left menu, just above your client folders....
-
Insert fields to fill or sign in
When creating an electronic signature request, or simply a form to be filled without signatures, you must insert the fields that the recipient will complet...
-
Use access codes by text (or knowledge based authentication) on e-sign requests [Video]
How can I comply with IRS remote electronic signature requirements for forms 8879 and 8878? Is Encyro E-Sign KBA valid for IRS compliance? Do I need credit...
-
Save templates for Electronic Signature requests
How can re-use frequently used documents for electronic signatures? What does Save Template do in e-sign requests? Types of Templates Encyro E-Sign offers ...
-
How to Edit an E-Sign Template
Can I modify a previously saved template? How to make a change to a previously saved e-sign template, such as to change the reminder settings or add an add...
-
Branding for E-Sign Requests
If you have a business logo uploaded or other brand settings configured as part of your Encyro account settings (in the Brand section), then those brand se...
-
Send an e-sign request using a saved template
How do I use a previously saved template? If you have previously saved an e-sign template, it will show up when you click the Compose E-Sign button in the ...
-
Save as draft to send later
Saving a draft If you started working on an e-sign request, such as by selecting the file and adding fields, but are not ready to send it just yet, you may...
-
Configure E-sign Options: Reminders, Login types, and more
The simplest way to send an e-sign request is to select a file, add fields for signers to fill/sign in, and send it to their email address. However, there ...
-
Sending custom forms to clients
If you have certain forms that you need your clients to fill out, such as a new patient form or other informational forms, you may use the e-sign feature t...