How to Cancel Vinesign

To cancel or manage documents sent via Vinesign, which is integrated with Filevine, you need to follow these steps, as there is no direct cancellation process for Vinesign documents once they are sent, but you can manage the workflow within Filevine:

Canceling or Managing a Vinesign Document

If you need to cancel or manage a document that has been sent for signature via Vinesign, here are the steps you can take:

• Withdraw the Document: If the document is still pending signature, you can withdraw it from the recipient. To do this, go to your Filevine account, navigate to the "Docs" folder, find the document in question, and look for the Vinesign status indicator. However, the ability to withdraw a document may be limited once it has been sent.

• Update or Replace the Document: If the document has already been sent and you need to make changes, you may need to send a new version of the document. You can create a new document with the necessary updates and send it via Vinesign again.

• Contact the Recipient: If the document has been sent and you need to inform the recipient of any changes or cancellations, you should contact them directly. This can be done through the communication channels provided in Filevine or via external means.

• Check the Status: Use the activity feed in Filevine to monitor the status of the document. If the document has been signed, it will be marked as such, and you can download the signed version.

General Steps in Filevine

• Navigate to the Docs Folder: Go to your "Docs" folder in Filevine where the document is located.
• Identify the Document: Find the specific document that you need to manage.
• Check Vinesign Status: Look for the Vinesign status indicator to see if the document is pending, signed, or if there are any issues.
• Take Appropriate Action: Depending on the status, you can either withdraw the document, send an updated version, or contact the recipient directly.

Since Vinesign does not have a standalone cancellation process, managing the document within the Filevine platform is the most effective way to handle any necessary changes or cancellations.