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How do I Cancel a Signature Request?

Objective:

  • Re-share Document
  • Re-send Document
  • How to cancel signature request
  • Signature request

Environment:

  • Clio Grow

Additional Information:

Cancelling a signature request will make the Document a Draft again. From there you can make changes and re-send it your Client. 

Procedure:

  1. Navigate to the Matter
  2. Located the Document - should be "Pending"
  3. Click Options  
  4. Click Cancel Signature Request
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