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