Deleting an active document

Deleting an active document

Leegality allows a user to delete an active document i.e. Active document(s) are those that have active sign/reviewer invitations from the dashboard. 

Deleting an active document (that has pending invitees) will revoke the invitee’s access to their signing/reviewer rights and will make the signer/reviewer URL inaccessible.

Note: Invitations that have already been signed will remain as is on the document and the deletion only affects un-actioned invitations.

Steps for deleting a document

1.  On your Leegality homepage - Go to the “Sent” folder under the “My documents” section.

2.  Click on the “Actions” drop-down for the concerned document and then click on ‘Delete’ to delete the document from your dashboard and revoke and un-actioned invitations for the document.

Delete the document

Once the invitation is revoked an email is triggered to the invitees shown below:

Email sent to the signers

Multiple documents can be deleted from the sent folder by clicking on the select all and Delete Icon.

Delete multiple documents

Consumption and Refund Details

The Esign credits and Stamps (if the Stamp is affixed) get reserved after a document is sent for signing. 

Upon deleting a stamped document:

  1. If none of the signers have signed the document, Esign credits and Stamps are credited back to the account upon deletion

  2. If at least one invitee has signed the document and the document is deleted- All the credits for the unsigned invitation will be credited back but the stamp paper will be marked as used.

Additional Resources

You can also watch a video explaining the Document Deletion process in detail here  Delete Documents

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