Cancel an ad hoc approval for a legal request

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Cancel an ad hoc approval for a legal request if it no longer requires any action.

    Before you begin

    You can only cancel an ad hoc approval that is in the Requested state.

    Role required: sn_lg_ops.legal_fulfiller

    About this task

    As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Lists tab, open a legal request by selecting an option under Legal Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a request to work on.
      3. If the request is newly assigned to you, select Start Work to start working on the request.

        The state of the legal request is Work in progress and the document is Legal review.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a request to work on.
    4. In the Approvers tab, click Cancel Approval.
    5. In the Cancel Approval dialog box, select the approval record from the Approval for field that you want to cancel.
    6. Enter comments for canceling the approval record and click Confirm Cancellation.

    Result

    The approval record is canceled and its state updates to Cancelled and comments are added to the approval record. If the approval was requested from a user group, then the corresponding approval records for all users in the user group are canceled.