Eliminare documenti firmabili inviati per sbaglio senza notificare destinatari: Cancel sign document invitation without notifying the recipient.

  • valerio.dipilato.1991
    Domanda del 26 febbraio 2024 alle ore 09:29

    buongiorno cortesemente posso sapere come eliminare dei documenti inviati da firmare per errore senza notificare il mio cliente?
    è molto importante
    Grazie

  • Mohammad_D
    Risposta del 26 febbraio 2024 alle ore 09:46

    Hi Valerio,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian Support agents are unavailable at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Italian, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. You can cancel an invitation of the Sign Document, but you cannot do it without notifying your client.

    Eliminare documenti firmabili inviati per sbaglio senza notificare destinatari: Cancel sign document invitation without notifying the recipient Screenshot 30

    The invited users will receive an email about canceling of the sign documents where they were invited.

    Eliminare documenti firmabili inviati per sbaglio senza notificare destinatari: Cancel sign document invitation without notifying the recipient Screenshot 41

    Unfortunately, the feature you're looking for isn't available at Jotform right now. We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • valerio.dipilato.1991
    Risposta del 26 febbraio 2024 alle ore 09:55
    ok what if i don't delete the document?
    will my customer receive notification to sign document if i don't sing it
    before him (i used sign order and i'm the first who must sign the document)?
    Il giorno lun 26 feb 2024 alle ore 15:46 Jotform <noreply> ha
    scritto:
    </noreply>...
  • Mohammad_D
    Risposta del 26 febbraio 2024 alle ore 10:32

    Hi Valerio,

    Thanks for getting back to us. If you had set up the signing order, then the second signer will not be notified about Jotform Sign document unless the first user has completed the step.

    Eliminare documenti firmabili inviati per sbaglio senza notificare destinatari: Cancel sign document invitation without notifying the recipient Screenshot 20

    I suggest not canceling the document because doing so will email all the signers. As a workaround, you can just ignore the document that you have mistakenly sent to a user if he is not the first signer.

    Keep us updated and let us know if you need any more help.