Attach files to a job cancellation note

Add supporting documents to the internal file note when recommending or confirming the cancellation of a sale or lease job.

Open the cancellation note

1. Open the relevant job from Sales or Leases.
2. Choose Recommend cancellation, Cancel sale job or Cancel lease job, according to your role and the action you intend to take.
3. Review the cancellation details and find the Cancel job note editor.

Add the document

1. Write the reason for the decision in the file note.
2. Place the cursor in an empty paragraph, using Enter after existing text if needed.
3. Select the + button to the left and choose File.
4. Select Press to select a file and choose the document from your device.
5. Wait for the document to appear, then review the note and remaining form details.
6. Submit the recommendation or confirm cancellation when you are ready to take that action.

To use a document already stored against the property, choose Property file from the same + menu and select the document. This option depends on your access to the property's files.

Save a note before cancelling

If you only want to prepare the record, add and save a note from Workspace → Notes with the cancel job context. The most recently created note with that context is used when you open the cancellation form. Uploading a file in the action form does not finish saving the form.

Who can read the note

The file note and its attachment are for the owner and their authorised team. Agents receive the applicable cancellation notification, but do not have access to the internal note.

Cancellation is available before an agent has been appointed. For an existing appointment, use the agency termination process.

Related articles

• Cancel or transfer a property job
• Use notes to prepare and record decisions

Last reviewed September 18, 2026