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Cancel a Review

When you send a package of documents for review as described in Workflow Actions but later want to abort the review for any reason, you can do so by canceling the review.

You must be assigned to the Tenant Administrator, Document Controller, or Project Owner role to perform this task.

To cancel a review:

  1. Open the package for which you want to cancel its review as described in View Packages.

  2. In the Documents toolbar, click the ellipsis icon and then click Cancel.

    A dialog box opens, asking you to confirm your choice.

  3. Click OK.

    The package is closed, its status is changed to Canceled, and the reviewers are notified by email. The status of the documents is set to For Routing.