Recall Documents

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1. Recalling a Document

• You can recall a document so that the recipient can no longer access it.
• Only administrators can recall a document.

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▪︎ Dashboard

1. Go to Dashboard > E-documents > Document Folder > [All] tab and select the sent document you want to recall.

2. To recall all documents in the sent history at once, click the [Recall] button at the top. *Documents that cannot be recalled cannot be recalled.

3. To recall only some of the documents in the sent history, click the [Recall] button in the center and use checkboxes to select the documents you want to recall.

4. After making your selections, click the [Recall] button again to recall the documents.

5. You can also recall individual documents by clicking the button on the right side of each document and selecting [Recall].

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▪︎ App Leader Mode

1. Go to App Leader Mode > Bottom menu tab > [E-documents].

2. Select the sent document from the document folder that you want to recall.

3. To recall all documents in the sent history at once, click the button at the top and select [Recall].

4. To recall individual documents, click the button on the right side of each document and select [Recall].

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