Revert a Workflow to the Review Step

This article will walk you through how to cancel all signatures and revert 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 on the workflow whose document you want to share. A summary window displays on the right.
2. In the summary window, click Open overview page indicated by a two arrows icon.
3. Click the three stacked dots located at the top right of the signature summary section. Click Cancel all signatures and return to review.
4. 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.

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