You can stop financial settlement for a specific Workspace, including a trailing Workspace, via the Financial Settlement Schedule Summary Screen.
Stopping settlement means you cannot reschedule settlement for the same business day. If you need to reschedule for the same day, we suggest that you instead reset your date/time acceptance to Pending. This will move the workspace back from Ready/Ready, and prevent the settlement from executing.
Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes.
Identify the workspace you want to stop settlement for.
Navigate to the Financial Settlement Screen for the selected Workspace.
Click on the action cog and select Stop Settlement.
A warning message will appear, and you'll need to enter a reason for stoping settlement. Once you've entered a reason, click Confirm.
Note: When you Stop Settlement this action will
Unsign the Settlement Statement for all subscribers involved in the Financial Settlement.
Remove the settlement date and time from the Workspace.
To reschedule settlement
Navigate back to the Financial Settlement screen of the Workspace.
Click on the action cog, and select Set Settlement Date.
Note: Once you can have stopped settlement, you cannot reschedule settlement for the same business day.