Context
Once a document is sent, teams need safe operational controls. DocuSign-style tools allow senders to correct recipient details, void/cancel active envelopes, resend links, and manage recipient access without losing the audit trail.
Goal
Add document management controls for active sent documents: correct, void, resend, revoke, and reassign.
Scope
- Correct recipient name/email before completion.
- Reassign a recipient to a new email/name while preserving historical audit context.
- Void/cancel an active document/envelope.
- Revoke all outstanding recipient tokens when voided.
- Resend link to a single recipient.
- Expire/regenerate a recipient token.
- Prevent corrections on locked/completed documents unless explicitly allowed by a future amendment flow.
UX Notes
- Add an "Manage recipients" area on the document detail page.
- Actions should be per-recipient where possible.
- Destructive operations require confirmation.
- Sender should see clear warnings about audit implications.
- Voided documents should have a visible status and no active acceptance actions.
Data/Architecture Notes
Potential fields/events:
Document.status = cancelled may already exist conceptually and should be reused if possible.
- Recipient status may need
revoked, reassigned, or voided treatment.
- Audit events:
document.voided
document.corrected
document.recipient_reassigned
document.recipient_link_revoked
document.recipient_link_resent
Acceptance Criteria
- Sender can correct recipient name/email on an active sent document.
- Sender can reassign a recipient and the old link stops working.
- Sender can void/cancel a document and all active tokens stop working.
- Sender can resend a link to one recipient.
- All actions are audit logged with previous/new values where appropriate.
- Client portal shows a clear revoked/voided message for invalidated links.
- Completed/locked documents cannot be mutated through these controls.
Dependencies
- Recipient routing issue affects which recipients can be resent or reassigned.
- Completion certificate issue should include correction/void/reassign events.
Priority
P0/P1. Essential for real-world send mistakes and document control.
Context
Once a document is sent, teams need safe operational controls. DocuSign-style tools allow senders to correct recipient details, void/cancel active envelopes, resend links, and manage recipient access without losing the audit trail.
Goal
Add document management controls for active sent documents: correct, void, resend, revoke, and reassign.
Scope
UX Notes
Data/Architecture Notes
Potential fields/events:
Document.status = cancelledmay already exist conceptually and should be reused if possible.revoked,reassigned, orvoidedtreatment.document.voideddocument.correcteddocument.recipient_reassigneddocument.recipient_link_revokeddocument.recipient_link_resentAcceptance Criteria
Dependencies
Priority
P0/P1. Essential for real-world send mistakes and document control.