Did you know that Portant now allows you to rescind a signature request?
In this article you will learn how to:
In this article, we will jump straight to canceling a signature request from the review block in your workflow. However, if this is your first time creating a signature request workflow, please refer to this article to learn more.
Note | The option to rescind the signature request is available only for workflows that have a Review Block. To learn more about how to use the Review Block, refer to this article.
The first step is to access your Outputs page:
Next, choose the specific document line you wish to work with. You will see an icon featuring three dots positioned on the right-hand side of your screen, click on it, and subsequently select "Cancel Signature Request":
After canceling the signature request, these items will return to the review stage.
We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at email@example.com or use our contact form here: https://www.portant.co/support
Blake and James
You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.Get started
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