Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Cancel a document

Change the document state to Cancelled when no more changes will be made to the document.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

About this task

When canceling a document, there is no confirmation message, so ensure that you want to cancel the document.

Procedure

  1. Navigate to the document record.

  2. Right-click the header bar and select Cancel Document.

    An info message confirms the cancellation:

    The State is set to Cancelled.

Parent Topic:Create a document