Select the parent template you want to cancel from the Bulk sends filter.
Last updated on
Hul 14, 2023
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.
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Select the Cancel option in the Actions list.
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Optionally provide a reason for canceling the agreement.
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Optionally notify the participants of the agreement. All recipients of every child agreement will be notified.
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Select Cancel Bulk Send.
All child agreements are canceled immediately and moved to the Canceled status.
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. 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.
