Do you want to delete or unassign ZohoSign Documents?

Do you want to delete or unassign ZohoSign Documents?

Hello Community,

I was creating a contract to a client through Zoho Sign (mail merge template), then I made a mistake and had to create a new one. However, I saw that the first contract was assign to the Deal and Contact records as a Draft. 

I clicked to delete it and got the question: Do you want to delete or unassign ZohoSign Documents?

I deleted the document but then found it on Zoho Sign still as a draft and assigned to the Deal and the Contact.

So, should I just Unassign the document, instead of deleting it? If I unassign it, what will happen to the document?

Thank you,

 


      • Sticky Posts

      • Free webinar: The critical role of electronic signatures in HR

        Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical

      • Zoho Sign: Product updates - Mid - 2024

        Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been