Track, remind, correct, and cancel a pending document

Stay on top of a live workflow and fix problems without starting again.

1. Find the document

   Open Documents and locate the record using search or status filters.

   Locate the pending document.

2. Review recipient status

   Open the document details page and review each recipient status.

   Result: You know exactly who is holding up the workflow.

3. Send a reminder

   Send an approved reminder when enabled and appropriate.

4. Correct recipients

   Modify recipients only when the workflow permits it, and record the reason.

5. Cancel or void

   Cancel or void only with appropriate authority, and record the reason.

6. Respect retention

   Do not delete records required for legal, contractual, or retention purposes.

   Important: Deletion can be permanent. Check your retention policy first.