Restart an agreement starting with the first recipient.
Restart an agreement from the beginning
When enabled in the sending account, the Options menu includes an action to Restart agreement workflow.
The option to restart the agreement workflow is not currently supported in the new recipient experience.
Agreements will default to the classic recipient e-sign experience if the option to restart the agreement is enabled.
Upon selecting the Restart agreement workflow action, the recipient is presented with a dialogue to enter a message for the previous recipient(s) to indicate why the agreement was restarted. This message replaces the private message of all recipients.
The recipient can either cancel the restart process, or select Restart to return the agreement to the first recipient.
If the agreement is restarted, a verification message is displayed to the recipient affirming the action:
The originator is immediately notified by email that the agreement has been restarted:
Additionally, the first recipient is delivered a new email with a prominent note that the agreement has been returned to the recipient and who committed the restart action. The private message containing the reason for the restart is conspicuously displayed under the Review and sign button.
The agreement follows the normal signature process, notifying each recipient in turn until the agreement completes.
All recipients of the agreement can review the reason to restart by selecting the private message icon in the e-signing window:
Recipients subsequent to the first receive a slightly different Review and sign email when it becomes their time to interact with the agreement:
