How to Unlink a DocuSign Transaction Room from a zipForm® Transaction

If you need to break the link between a specific DocuSign Transaction Room and a zipForm Transaction room, you can do so from either integration.
 
Starting in DocuSign Transaction Rooms:
  1. Enter your Transaction room and go to the “Documents” tab 
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  • Click on “Add” and then select “zipForm” 
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  • Select “Linked Transaction” from the drop down 
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  • Select “Remove Link” under the address 
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  • Confirm that you would like to break the link 
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Starting in zipForm:
  1. From the “Transactions” Tab, click on the arrow in the upper right corner of the transaction.
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  • Select “Send to Other System” 
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  • Select “Send to DocuSign Transaction Rooms”
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  • Below the list of available documents (you may need to scroll) is a “Remove Link” link 
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  • Confirm that you would like to remove the link 
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