Cancel an Approval Request

When you send a package of documents for approval as described in Send Documents For Approval but later want to abort the approval for any reason, you can do so by canceling the original request.

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

To cancel an approval request:

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

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

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

  3. Click Cancel approval.

    The package is closed, its status is changed to Canceled, and the requester and approvers are notified by email. The status of the documents is set depending on the approval request requirements.