DocuSign - Remove Document step

Use the Remove Document step to remove a document from a DocuSign envelope.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by the product. You may learn more about DocuSign from the DocuSign website at https://www.docusign.com.

You can, for example, use the Remove Document step to remove a document from an envelope before it is sent, or, if there are changes to the document after it has been sent, to remove it and go back to previous signing and sending steps.

Drag the Remove Document step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Remove Document step in a workflow