Table of Contents
How do I void a document in Leapsome?
How do I void a single document?
How do I void multiple documents at once?
How do I void and recreate a document in one step?
What should I know before voiding a document?
How do I void a document in Leapsome?
As a Super-admin, you can void any pending-signature document directly from the 'Generated documents' view in Settings. Voiding cancels the signature request and notifies the assignee by email. You can also void and immediately recreate a corrected version in one step.
Documents can be voided when a correction is needed, an error was made, or the assignee's information has changed since the document was generated.
How do I void a single document?
To void a single document, navigate to Settings > Documents > Generated documents, hover over the document name you would like to void, and click 'Void document'.
This cancels the signature request for that document. The assignee will receive an email notification letting them know the document no longer requires their signature.
How do I void multiple documents at once?
To void multiple documents at once, navigate to Settings > Documents > Generated documents, select the checkbox to the left of each document you would like to void, and click 'Void document' in the upper right-hand corner.
How do I void and recreate a document in one step?
If you need to correct a document and send an updated version to the assignee, you can void and immediately recreate a new version in a single flow - without navigating away from the 'Generated documents' view.
To do this, hover over the document you want to replace, click 'Void' as shown above, and select 'Void and recreate' in the pop-up window.
After voiding, you will be taken directly to the document creation screen with the original template and assignee pre-filled. Review and adjust as needed, then click 'Generate documents' to create the updated version.
The original document will be voided and the assignee will receive an email notification. Once the new document is generated, a fresh signature request will be sent.
Please note: The 'Void and recreate' option is only available for documents that are still pending a signature.
What should I know before voiding a document?
- You can only void documents that are pending a signature. Documents where all signatures have been completed cannot be voided.
- Completed documents can be deleted or removed from employee profiles. To do so, navigate to the 'Documents' tab in the user profile > hover over the document > three-dot menu > delete.
- When a document is voided, the assignee receives an email notification confirming the signature request has been canceled.