Cancel a document

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: document_management_admin

    or

    Role required: document_management_user

    이 태스크 정보

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

    프로시저

    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.