Cancel a document

Change the document state to Cancelled when no more changes will be made to the document.

About this task

When canceling a document, there is no confirmation message, so ensure that you want to cancel the document.


  1. Navigate to the document record.
  2. Right-click the header bar and select Cancel Document.

    An info message confirms the cancellation:

    The State is set to Cancelled:

    Example of a State field set to Cancelled