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What if a deal falls through in Command? Can I delete a document from a DocuSign Room? - Knowledgebase / Command / Opportunities / DocuSign / DocuSign FAQs - GAP Support Team

What if a deal falls through in Command? Can I delete a document from a DocuSign Room?

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You actually don't need to delete documents due to the fact that pre-tagged fields in the original documents dynamically update with the information that is in the Room Details.

You have two options:

1. You can manually update DocuSign Room details

  • Click here to learn how to update DocuSign Room details.

    OR

2. You can go in to Command and sync the Opportunity details with the DocuSign Room,

  • Click here to learn how to sync Opportunity details with a DocuSign Room.

The new updated details will auto-fill into the documents which you can then use in the new envelope that you will be creating and sending to your client.

  • Click here to learn how to create and send an envelope in DocuSign.

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