How to cancel a request

Cancelling a request in Collect will deactivate the client’s portal and stop all automated email follow-ups. This is useful if a request is no longer needed or was sent by mistake.

There are several ways to cancel a request — either individually or in bulk.

Cancelling multiple requests

To cancel several requests at once:
Go to the campaign dashboard
Use the checkboxes on the left side of the request list to select one or more requests
Once selected, a submenu will appear at the top
Click the Change status button (flag icon)
In the status menu that appears, scroll down and select Cancel request
Confirm by clicking Change status in the bottom-right of the popup

This will deactivate all selected portals and stop further communication to those clients.

Cancelling a single request

You have two options for cancelling an individual request:

Option 1: From the campaign list view

In the campaign dashboard, locate the request you want to cancel
Click the three dots icon on the right side of the request row
Select Cancel from the dropdown
Confirm by clicking Yes, cancel it! in the confirmation popup

Option 2: From the request detail view

Open the specific request
Click Actions (top-right)
Select Change status from the dropdown
Scroll down and choose Canceled
Confirm by clicking Change status in the popup

You can also click directly on the status of the request.


Once a request is canceled:
The portal becomes inaccessible to the recipient
All automated reminders and follow-up emails are stopped

Need to restart a canceled request? You’ll need to resend it or duplicate it as a new one.

Updated on: 02/04/2025