Question:
How can I retract a document that has been sent to DocuSign for a signature?
Answer:
When a document has been sent to DocuSign for signature, it's possible to retract it so that the signature request is canceled.
The following workflow configuration demonstrates how to do this. This approach can be implemented however you like in a workflow you already have set up. The following Global Variables should be created;
Text Data Types
- Token
- Success
- FileCabinetID
- Message
Integer Data Types
- DocID
(Note: The "Cancel the Request" and "Response Capture" steps can be configured to your preference as it does not need to be specified, such as the other steps, for this workflow to operate successfully)
The first step in this workflow is creating an Assign Data step where 3 variables are initialized, FileCabinetID, DocID and Token.
(Note: The token value is received during the registration process, and is provided by DocuSign)
Workflow global variable = FileCabinetID = Fixed entry = File cabinet ID value
Workflow global variable = DocID = Index entry of the document = DocID
Workflow global variable = Token = Fixed entry = Token ID value
Next, a Web Service step is created, which uses the DocuSign method "DeleteUnsignedDocument" from the Service method dropdown.
For the Parameters, this method only requires the DocID, FileCabinetID, and the Token.
DocID (int) = DocID
FileCabinetId (string) = FileCabinetID
Token (string) = Token
Finally, if you would like to capture the results when the call is made, the Message and Success parameters are required.
KBA is applicable for both Cloud and On-premise Organizations.