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Voiding an Agreement

Learn how to locate and void an agreement with a Sent status from the Agreements tab in OCC.

Article Introduction

Open the customer job and select the Agreements tab from the Estimator’s left panel. This workflow applies to agreements showing a Sent status.

 

Display the Agreement Actions

The available actions appear when you interact with the agreement row.

  • On a computer, hover over the agreement row.
  • On an iPad, tap the agreement row.

Locate the Void Document action.

Void document

Click on Void Document

Fill in the Reason for Voiding

Reason for voiding

Click on Void