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How to Cancel a Shared Document?

Sometimes, after sharing a document, you may need to cancel or revoke access — for example, if the wrong recipient was added or the document content has changed.
Doculan allows you to cancel shared documents instantly, preventing any further access or activity.


Overview

Cancelling a shared document:

  • Immediately revokes access for all recipients.
  • Prevents further downloads, views, or sharing.
  • Updates the document status to Cancelled.
  • Keeps the original audit trail for record-keeping.

Once cancelled, the document cannot be reopened or signed unless resent as a new document.


Step 1: Identify the document to cancel:

  • Look for the document currently marked as Shared.
  • It is eligible for cancellation.

Screenshot for Document

  • You can verify recipient activity (viewed/unopened) by clicking the Audit button.

Screenshot for Document


Step 2: Open the Actions menu:

  • In the Actions column, click the three-dot (⋮) button for the specific document.
  • The dropdown menu will show several options — Audit, Resend, Cancel.
  • Select Cancel .

Screenshot for Document


Step 3: Confirm cancellation:

A confirmation popup appears with details of the document name and recipients.

  • Review the message:
    “Are you sure you want to cancel sharing this document? This action is irreversible.”
  • Click Confirm to proceed.

Screenshot for Document


Step 4: Verify the cancellation:

After confirming:

  • The document’s Status immediately changes to Cancelled.
  • All previously shared links become invalid.
  • Recipients who attempt to open the link will see a message:
    “Access revoked — this document is no longer available.”
  • Click the Audit option to see the timestamps and recipient details.

Screenshot for Document


Notes & Limitations

Condition Action Result
Shared Can cancel Revokes all access
Cancelled Already revoked
Expired No need to cancel Link already invalid
Audit Trail Always available Shows cancellation timestamp

You’ve successfully cancelled a shared document in Doculan!

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