Cancel a Send in Bulk parent template

Overview

Canceling a Send in Bulk transaction means canceling the parent agreement template, which cancels all of the child agreements. No partial cancelations can be completed at the parent level. 

To cancel a Send in Bulk parent template, none of the child agreements can be in the Completed status. Completed agreements cannot be canceled, so a child agreement with a Completed status precludes the parent template from being canceled.

Note that child agreements in a Canceled status do not block the cancelation of a Send in Bulk template.

If the parent agreement cannot be canceled, the sender must cancel each individual agreement.

Send in Bulk template selected with the Cancel action missing and the Completed status in the Agreements summary highlighted
If the Cancel action is missing, check the Agreements summary to see if any agreements are in the Completed status.

  1. Select the parent template you want to cancel from the Bulk sends filter.

  2. Select the Cancel option in the Actions list.

  3. Optionally provide a reason for canceling the agreement.

  4. Optionally notify the participants of the agreement. All recipients of every child agreement will be notified.

  5. Select Cancel Bulk Send.

    All child agreements are canceled immediately and moved to the Canceled status. 

    Manage page with a Bulk send selected and highlighting the Cancel action
    Where adding a reason for canceling a Send in Bulk transaction is optional, it is strongly recommended for internal understanding as to why (potentially) thousands of agreements have skewed reporting metrics.

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