Cancel a document

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    About this task

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

    Procedure

    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.