Recall a Document

The document process allows the initiator of a document to take a special “recall” action to return or cancel a document they submitted as long as it has not been acted upon by any other user.

This action is only available for documents which are capable of being disapproved. Document types that do not route are not eligible. Neither are document types that don’t allow a true disapproval action (the Payment Request allows only a Request Cancel action, so would not qualify).

1.  To recall a document, initiator opens document and selects Recall button.

2.  When prompted 'Recall to Action List or Recall and Cancel document?' enter reason for recalling the document and

•      Click Recall to Action List button to send the document to the initiator’s action list. Document status will be set to Saved.

•      Click Recall and Cancel button to cancel the document. Document status will be set to Recalled.

More:

Using the Action List