deleting a document (so that reporters can start over)

Modified on Wed, 16 Aug 2023 at 04:26 PM


There are two main ways to delete a document so that your reporters can start over with a fresh version of the document.

Deleting a Document from a Staff Members Signing Page (from the Action Center)

  1. On the left, in your Mission Control, click Action Center. (You will also be able to see how many items are waiting for your review.)

  2. When the Action Center opens, use the Go to drop-down menu and select Document Signing.

  3. Click on any link under a reporter's name to begin the screening process.

  4. Next, you'll get this welcome message. Click Get Started.

  5. On the top-right, click Delete this document for this reporter.

Deleting a Fully Executed Document

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts.

  3. Find and click the name of the relevant reporter. This will open their profile.

  4. Open the panel with the incomplete document. Use the Edit button to access the document for deletion.

  5. Delete the document click the red X.
  6. Once the red X is clicked you'll see a note reminding you that a copy of the document will still be available on the signNow portal.

    If you wish to cancel this operation and not delete the document, click the Don't Delete link.

    To proceed with deleting the document, click Update.

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