How do I revoke a document?

A detailed explanation of how a customer would go about getting a document revoked.

A customer may wish to have a document revoked if they no longer want to share the document with a firm. They do this by issuing a revoke request to the firm who then must respond to it.

  • After logging in to the mobile app, select the Documents tab and choose the document you wish to revoke.
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  • Here you have the option to revoke by all shares or by product.
  • In this example we will revoke by product.


  • Choose the correct product/service and select revoke to complete the process.
  • The document will be revoked within the specified timeframe in the company terms and conditions.