How to Delete a RightSignature Document

If a document has not been signed by any recipients, you can void your signature request and remove it from view on your dashboard.

However, for best legal practices, once one or more recipients has signed a document, it may not be voided. If you discover an error in a completed RightSignature document, simply notify your parties that you are sending a corrected version of the document for signature, which will overrule the prior version.

There are two ways to delete a document within RightSignature:

Void a document

  • Click on the document from the dashboard.
  • Under the “Actions” drop-down box, click Void.
  • After the document is voided, the Delete button will appear at the top of the page.

If the void button is no longer present, it is because the document was either signed by all parties (Executed) or is in an expired state (Expired). If the document is expired, and it is within 365 days of having been created, the sender can click on “Edit” from the actions menu.

The maximum time that a document can be extended, is 365days of the send date. Once the document is extended, the user can then void the document and delete it.

Execute a document

  • A document is considered executed, when all parties involved have completed their fields assigned to them.
  • Once a document has been executed, the Delete button will be available to the sender and Admins with the permissions “View all documents” and “Manage templates.”

Restrictions and Notes

  • Only the document sender, and users who have the required permissions can delete a document.
  • Once a document has been deleted, it is no longer retrievable from our system.
  • Signers and CC’s will receive an email with a link to download the completed document and signature certificate for their records. This functionality cannot be disabled.
How to Delete a RightSignature Document