Recall<\/h2>\n\n\n\n
Recall returns a sent document to Draft<\/strong> before it is approved, so it can be corrected or cancelled. It is available to the sender for documents delivered through ViaSpaces.com and for Sign In Person delivery, and it is managed only from the sender side. After a recall, the document is a draft again and can be edited and resent.<\/p>\n\n\n\n (screenshot: sent document with the Recall action)<\/em><\/p>\n\n\n\n A draft is removed with Delete Draft<\/strong>, and a completed document with Delete Completed<\/strong>. A deleted document is moved to the Bin<\/strong>, from where it can be restored. Deletion does not remove the document permanently while it is in the Bin.<\/p>\n\n\n\n The Bin<\/strong>, opened from the sidebar, lists removed documents with their status, subtype, date, value, and direction (Outgoing<\/strong> or Incoming<\/strong>). A Filter<\/strong> narrows the list.<\/p>\n\n\n\n Each row offers:<\/p>\n\n\n\n (screenshot: Bin with removed documents and the Restore, History, and Delete actions)<\/em><\/p>\n\n\n\n Export saves documents from the Dashboard to a file. Export Documents<\/strong> packages the documents directly into a ZIP and prompts for a folder to save them. The export includes the documents currently shown to the user \u2014 that is, the documents matching the filter the user has applied.<\/p>\n\n\n\n Export options:<\/p>\n\n\n\n Note:<\/strong> Export follows the active filter. Only the filtered documents are exported. Export is run from the Dashboard; see the Overview and Navigation page.<\/p>\n<\/div>\n\n\n\n Upload Document imports external files as documents in the account. Open it from the New<\/strong> menu.<\/p>\n\n\n\n The details panel holds:<\/p>\n\n\n\n Add Another Documents<\/strong> adds more files to the same upload. Several files can be uploaded together as a batch.<\/p>\n\n\n\n (screenshot: Upload Document dialog with the file area and file limits; the details panel with Pre-fill, Document Type, and Additional Information)<\/em><\/p>\n\n\n\n A reminder attaches a task with a deadline to a document. Create one with Reminder<\/strong> in the document, or Create Reminder<\/strong> from the Home page.<\/p>\n\n\n\n Reminders are listed under My Reminders<\/strong> on the Home page and on the Reminders page. Assigning a reminder to another user notifies that user of the task.<\/p>\n\n\n\n (screenshot: Set Reminder dialog with Subject, Comments, Reminder for Users, and Deadline)<\/em><\/p>\n\n\n\n Mass Copy creates a series of copies of a document on a schedule \u2014 useful for a document that repeats on a regular cycle, such as a recurring invoice. Open it from the More or Post-processing menu.<\/p>\n\n\n\n The dialog runs in steps:<\/p>\n\n\n\n Each copy is generated with its own document number and validity dates according to the settings.<\/p>\n\n\n\n (screenshot: Mass Copy dialog steps \u2014 Start date and Count, Documents Preview, Action, and Confirm & Create)<\/em><\/p>\n\n\n\n Copy creates a single duplicate of a document. It is available in the document’s More and Post-processing menus.<\/p>","protected":false},"excerpt":{"rendered":" In this help doc: the actions and tools that support documents outside creating and sending them \u2014 recall, delete, the Bin, export, upload, reminders, and mass copy. These functions apply to documents already in the account. They cover withdrawing a sent document, removing and restoring documents, exporting, importing external files, setting reminders, and copying a […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"iawp_total_views":8,"footnotes":""},"doc_category":[59],"glossaries":[],"doc_tag":[],"class_list":["post-2865","docs","type-docs","status-publish","hentry","doc_category-documentation"],"year_month":"2026-08","word_count":794,"total_views":"18","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Veronika Nedecka","author_nicename":"veronika-nedecka","author_url":"https:\/\/viaspaces.com\/de\/author\/veronika-nedecka\/"},"doc_category_info":[{"term_name":"Documentation","term_url":"https:\/\/viaspaces.com\/de\/docs-category\/documentation\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/docs\/2865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/comments?post=2865"}],"version-history":[{"count":2,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/docs\/2865\/revisions"}],"predecessor-version":[{"id":2876,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/docs\/2865\/revisions\/2876"}],"wp:attachment":[{"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/media?parent=2865"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/doc_category?post=2865"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/glossaries?post=2865"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/viaspaces.com\/de\/wp-json\/wp\/v2\/doc_tag?post=2865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Delete<\/h2>\n\n\n\n
The Bin<\/h2>\n\n\n\n
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Export<\/h2>\n\n\n\n
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![\"\"](\"https:\/\/viaspaces.com\/wp-content\/uploads\/2024\/01\/file-list-line.svg\")
<\/figure>\n\n\n\nUpload Document<\/h2>\n\n\n\n
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Reminders<\/h2>\n\n\n\n
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Mass Copy<\/h2>\n\n\n\n
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Copy<\/h2>\n\n\n\n