To remove an envelope from DocuSign, you need to locate the specific envelope you wish to remove and then use the 'more actions' option to delete it.
Steps to Delete an Envelope
Removing an envelope in DocuSign is a straightforward process, assuming you have the necessary permissions. Here are the steps:
- Navigate to the Manage Tab: Log in to your DocuSign account. Go to the "Manage" section, which is usually where you view your envelopes.
- Locate the Envelope: Find the envelope you want to remove. You might need to search or filter through your Sent, Inbox, or Draft folders depending on the envelope's status.
- Access More Actions: Once you've found the envelope, look for the more actions icon associated with it. This icon is often represented by three dots (...).
- Select Delete: Click the more actions icon for the envelope and select Delete. This is the action that initiates the removal process.
What Happens After Deletion?
When you delete an envelope in DocuSign:
- The envelope is moved from your primary view (like Inbox, Sent, etc.) to a "Deleted" folder.
- It typically remains in the "Deleted" folder for a period, allowing you to restore it if needed.
- After a set time (which can vary based on account settings), envelopes in the "Deleted" folder are permanently purged and cannot be recovered.
Important Considerations
- Permissions: Only users with appropriate account permissions can delete envelopes.
- Envelope Status: Depending on your account configuration and the envelope's status (e.g., Sent, Completed), you might have different options or restrictions regarding deletion. Drafts are typically easy to delete.
- Legal/Compliance: Consider any legal or compliance requirements before deleting envelopes, especially those that have been completed.
Removing envelopes helps keep your DocuSign account organized. By following these simple steps, you can manage your envelope list effectively.
