If you need to delete a document that has already been created or sent in Aptly Sign, you can do so directly from the document table.
Deleting a document will permanently remove access to it for all recipients.
You will need to have the permission to Delete Documents enabled under Company Info & Team > User Roles and Permissions
How to Delete a Document
- Navigate to the Aptly Sign page.
- Go to the Documents table.
- Locate the document you want to delete.
- Click the three dots on the far right of the document row.
- Select Delete Document.
- Confirm the deletion when prompted.
Once confirmed, the document will be permanently deleted.
What Happens After You Delete a Document?
- The document is removed from your document list.
- All recipients, signers, and countersigners immediately lose access.
- If anyone clicks the original link from their email, they will see a message stating:
“Document link is not valid.”
This applies even if:
- The document was already sent
- The document was partially signed
- The document was fully completed
When Should You Delete a Document?
You may want to delete a document if:
- It was sent by mistake.
- It contains incorrect information that needs to be edited.
- You no longer want the document to be signed.
- You plan to resend a corrected version.
Deleting ensures the incorrect version cannot be accessed or signed.
⚠️ Note: Deleting a document is permanent. If you need to retain a record, consider downloading a copy before deleting.
Deleting documents gives you full control over your e-signature workflow and ensures only accurate, intended agreements remain active.