HotDocs Advance WorkflowUpload a template Manage user access to templates Work items Download assembled documents

Revoking a Client Interview

You can revoke a client interview. This abandons the interview and removes any data your client entered.

To revoke a client interview

  1. Select the work item for which you created the interview.
  2. In the work item action bar, click AbandonRevoke.
  3. Click Revoke.

Advance revokes the client interview and deactivates the emailed link.

See also

Resending a client interview