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CCH Software User Documentation

Cancel Workflows

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A workflow can be cancelled in 2 different ways:

  • From the Workflow Homepage (see Cancel Workflows)
  • At Client or Contact level in the workflow tab.

Client/Contact workflow tab

Select the workflow(s) to be cancelled and right click on the workflow name:


Select Cancel Workflow to remove the workflow. A confirmation prompt appears: 




Cancelled workflows can still be viewed by selecting "Cancelled Workflows" from the Workflow Status drop down:






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