How to Delete an Envelope

This document explains how to delete one or multiple envelopes and how Trash retention works.

Warning!

Deleting an envelope can lead to permanent data loss. After the envelope is permanently removed from Trash, you cannot restore it.

Delete envelopes from the mailbox list or from an open envelope. Deleted envelopes are moved to Trash first.

To delete an envelope, it must have one of these statuses:

• Completed

• Expired

• Cancelled

• Draft

Delete one envelope

1. Open the mailbox.

2. Click the button in the action panel.

3. In the modal, click the button to confirm deletion.

Delete multiple envelopes

1. Open Mailbox.

2. Select the envelopes using the checkboxes.

3. Click the trash icon in the action panel.

4. In the modal, click the button to confirm deletion.

Trash retention and restore

Deleted envelopes are stored in Trash for 30 days. You can restore envelopes from Trash during this period.

Where to find Trash

Trash is available from the mailbox navigation. Use it to restore envelopes or review what will be deleted automatically.

Envelopes are permanently removed after 30 days only if all participants moved them to Trash.

If not all participants moved the envelope to Trash, it is not permanently deleted. This can happen if a participant mailbox was deleted before moving the envelope to Trash. In this case, the envelope remains in Trash indefinitely.