Cancel a document

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Change the document state to Cancelled when no more changes will be made to the document.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    このタスクについて

    When canceling a document, there is no confirmation message, so ensure that you want to cancel the document.

    手順

    1. Navigate to the document record.
    2. Right-click the header bar and select Cancel Document.

      An info message confirms the cancellation:

      The State is set to Cancelled.