Cancel a form that was sent by mistake

• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Cancelling voids the request. The family stops seeing it, and the row shows Voided.

Before you start

• Finish Send the policy book to one family first.

Steps

1. Open the child's profile and go to the form list: Registration → Policy Book, or Enrollment CRM → Other Forms.
2. Find the pending request and tap the red X (Cancel request).

   Screenshot coming soon01 · child_detail

   The cancel icon on a pending request

3. Confirm with Cancel request.

Tips

• Signed forms cannot be cancelled.
• To withdraw a form from every family at once, delete the form. Unsigned requests are voided and signed copies are kept. See Delete a form.