To cancel a Conga Sign Transaction as a Salesforce User
- After sending the Conga Sign Transaction, navigate to the related Conga Sign Transaction record and click the Transaction name.
- Click Cancel Transaction.
- In Lightning, the Cancel Transaction button is located in the Lightning buttons dropdown list.
- In Classic, the Cancel Transaction button is located on the Conga Sign
Transaction page layout as a button. Important: A Conga Sign Transaction can only be canceled in the same organization ID as the environment it was created in. If you create a Transaction in a Salesforce Sandbox Org and then refresh the org, the Organization ID will be different and you will no longer be able to cancel the transaction.
- In Lightning, the Cancel Transaction button is located in the Lightning buttons dropdown list.
