🗑️ How to Delete an eSignature Request in Client Hub
Only pending (incomplete) requests can be deleted.
âś… Step-by-Step Instructions:
- Go to the File Manager
From your Client Hub dashboard, open the File Manager.
Select “eSignature Docs”
Click on the “eSignature Docs” tab on the left panel to view all your signature requests.
Locate the Document
- Find the eSignature request you want to delete.
Click the arrow (â–¸) next to the document name to expand options.
Note: Only documents that have not yet been signed can be deleted.
Delete the Request
Click “Delete Request.”
Confirm Deletion
- A prompt will appear. Click “Delete” to permanently delete the request.
How To Delete an eSignature Request On Client Hub
1. Click here.
2. Click "eSignature Docs" in the "File Manager"
3. Click here arrow next to the document name (only documents that have not been completed can be deleted).
4. Click "Delete Request"
5. Confirm the deltion
