Manual Void (4 min)
Completion requirements
01 Getting Started
This tutorial explores how to manually void documents you sent from Salesforce to be signed.
02 Essential Tips for Voiding
1. You can void documents using automation in Salesforce. Alternatively, you can also navigate to the Limit/Reminder option and select the Auto Void checkbox.
2. Click the Configure button and enter the details required to automatically void your documents after a certain amount of days.
2. Click the Configure button and enter the details required to automatically void your documents after a certain amount of days.
03 How to Manually Void your Distributed Document
Follow the steps below to see how to configure an email that a user will receive when they void a document.
1. Navigate to the Email option, scroll through the list, and click on the Edit button found under the Void checkbox.
2. Change the email as you would like and click the Apply button to save your settings.
3. Save your document by clicking on the Save button.
4. Navigate to Document Access and click the Salesforce Configuration button.
5. Make sure that you have the “Allow Salesforce Button“ configured to successfully void the document.
6. Click on the Titan Sign logo to navigate to the Titan Dashboard.
7. Choose the My Account tab and then select the Users tab to access your Collaborator settings.
8. Give your users permission to sign or void a document by selecting the pencil icon next to their name.
9. Click on the Next button to access the Permission checkboxes.
10. Make sure to select the Sign and Void checkboxes for your document found under the Sign tab.
11. Go to Salesforce and click on the FT Gen button to generate a document for signing.
12. Select the sign icon.
13. You will receive a notification message that acknowledges that your document was distributed successfully.
14. The document can be opened via email. Click on the link to navigate to the document and interact with it.
15. The document renders and the user can go ahead and sign it.
In our tutorial example, the user does not sign the document and this is the reason why we want to void the document manually.
16. Head over to Salesforce, and click on the FT Gen button.
17. Open the Kebab menu next to the document you want and choose the Void option.
18. Select the version of the document you would like to void.
19. You will receive a notification that acknowledges that your document has been voided. Click on the OK button to dismiss it.
1. Navigate to the Email option, scroll through the list, and click on the Edit button found under the Void checkbox.
2. Change the email as you would like and click the Apply button to save your settings.
3. Save your document by clicking on the Save button.
4. Navigate to Document Access and click the Salesforce Configuration button.
5. Make sure that you have the “Allow Salesforce Button“ configured to successfully void the document.
6. Click on the Titan Sign logo to navigate to the Titan Dashboard.
7. Choose the My Account tab and then select the Users tab to access your Collaborator settings.
8. Give your users permission to sign or void a document by selecting the pencil icon next to their name.
9. Click on the Next button to access the Permission checkboxes.
10. Make sure to select the Sign and Void checkboxes for your document found under the Sign tab.
11. Go to Salesforce and click on the FT Gen button to generate a document for signing.
12. Select the sign icon.
13. You will receive a notification message that acknowledges that your document was distributed successfully.
14. The document can be opened via email. Click on the link to navigate to the document and interact with it.
15. The document renders and the user can go ahead and sign it.
In our tutorial example, the user does not sign the document and this is the reason why we want to void the document manually.
16. Head over to Salesforce, and click on the FT Gen button.
17. Open the Kebab menu next to the document you want and choose the Void option.
18. Select the version of the document you would like to void.
19. You will receive a notification that acknowledges that your document has been voided. Click on the OK button to dismiss it.
04 Working with a Voided Document
1. A user clicks on a link to interact with a document sent to them via email. Click on the link to navigate to the document and interact with it.
2. The user is directed to a page with the following void message.
3. The user will also receive an email to be notified that the document has been voided.
2. The user is directed to a page with the following void message.
3. The user will also receive an email to be notified that the document has been voided.