VOID DocuSign EI Screening Record or IFSP

Purpose: This guide contains instructions and procedures for VOID an envelope for the EI Screening Record or IFSP in the EI Data System. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form.

1. From the Evaluation Lighting Home or IFSP Home Page (IFSP Visual Force Page)

   1. Once the Print and Send with DocuSign steps have been completed a new button for “void Envelope” will appear:

      

2. A pop-up window will appear asking  you to confirm → Select OK

   

4. An email will be sent to everyone in the signing order with the following message: “This document has been withdrawn by EI Colorado. No further action is required.”

   

5. Once the envelope has been VOID the Print and Send with DocuSign buttons will be available to resend once the information has been updated.

6. The VOID EI Screening/IFSP will be saved in Files (EI Referral Case) or Notes and Attachments (Client Case)

   

   NOTE: Signed Documents CANNOT be Void