Revert a Workflow to the Review Step

During signature collection, you can revert your workflow back to the Review step. This is useful when you need to make last minute edits to your document before sending it out for signature. 

1. Click the Dashboard tab and select the workflow you want to revert to review.
2. Under the Signature Packet section at the top, click Go back to Review.
3. A window displays asking you to confirm. Click Go back to Review.

   NOTE

   Reverting back to review will cancel any existing eSignature requests and return to the Review step. Some approvals may be reset and the document will need to be approved again.

4. The workflow is reverted back to review. You can now make any edits to your document and resend it for approval.