To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents. This ensures that only authorized users have the ability to cancel a document once it has been sent for signature.
Use Case: With the new “Cancellation Restriction” feature:
- The Admin configures the settings so only the authorized users can cancel the eSignature documents.
- Users can still send and track eSiganture, but cannot cancel them unless permission is granted.
- If a document needs to be cancelled, it must go through the authorized person, adding a layer of verification and reducing errors.
To View The Enhancement:
- Navigate to the Settings Module
- Click on Configuration → Restrictions
Within Settings, select Configuration, then go to the Restrictions. - Select Users to Restrict In the Restrictions section, locate the “eSign Cancel” permission. Select the users you want to restrict from cancelling documents and disable the toggle.
- Once you restrict the users from cancelling the document then they won’t get an option to cancel the eSignature Document.
