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If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss

The first step is to void the outgoing submittal. 


Next, navigate to the Card List and click on the History icon.


In the history screen, revert the file and metadata back to the line when the file was returned “approved” from the customer.


Once you’ve finished these steps, make sure that the last history line is the one that contains the file returned from the customer (you can click on Doc+CP Link to view the file that is now attached).


Also double check that the cards status is now the approved status and that there are no routings set. 


This will put the card back to it’s state before it was resubmitted.