It is possible to cancel actions for a specific recipient in an Active bundle.
Step 1: Open the Active document bundle folder > select the bundle you require
Step 2: Scroll down to the Bundle Recipients panel > click the three dots to the right of the relevant recipient > select Cancel Action(s).
Step 3: Add optional notes to explain why the actions are being cancelled > Click Cancel Actions. The Bundle Actions panel will reflect this change by showing the recipients name in red, and a cross icon to indicate the cancelled actions.
If the bundle was waiting on actions from this recipient before progressing to the next group, it will now progress.
If you cancelled the actions for the last recipient in the order group, the bundle will then progress to the completed stage.
If you have any questions, please contact our office at firstname.lastname@example.org.