You may run into a situation where a contract that you've sent out for signature needs to be voided. As long as nobody has signed the document, S-Sign allows you to void contracts that you've sent right from the Salesforce record that they were sent from.

Add The "Void Contract" Field to the S-Sign Envelope Related List

Contract voiding is done from the S-Sign Envelope related list, so you'll need to add this field to that related list to begin. Navigate to Setup > Object Manager > Your Object. In this example, we're going to edit the Opportunity object's S-Sign Envelope related list.

Click on the Page Layouts tab, then click Edit for the appropriate page layout.

Scroll down to the related list section of the layout editor. Find the S-Sign Envelopes related list, and click the wrench icon.

Find the Void Contracts field in the related list properties menu, and click the Add arrow to add it to the related list. Click OK at the bottom of the menu.

Save your new layout. You'll now be able to void contracts from the S-Sign Envelopes related list.

Voiding Contracts

To void a contract, navigate to the object record that it was generated from. Scroll down to the S-Sign Envelopes related list, and click the Void Contracts link that appears there. If you don't see the link, click View All to open an expanded view.

Once you click the link, you'll be taken to the following page.

Here you can optionally enter a reason for voiding the contract, and then click Void The Above Contracts to void them. Note that all recipients of the contract will be notified when it is voided.


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