Step 3 of the HotDocs Advance workflow: Create a work item

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 client interview banner, click RevokeRevoke.
  3. In the confirmation dialog, click Revoke.

Advance revokes the client interview and invalidates the emailed link. The client interview banner is removed and the launch interview buttons are re-enabled.

New UIThe Client interview button is available again, so you can create a new client interview for the work item. Because the client is already assigned to the work item, Advance skips the client step.