Resolving Request for Changes Task
Available to Project Owner
If a Collaborator has requested changes on a File, it is Project Owner’s Task to take action and resolve the request.
Start Resolving Request
Follow these steps to begin resolving the rejection:
1. Open the Task Overview.
A. From the list of Tasks.
B. From full-screen task mode.
2. Click [Start resolving rejection] button.
Actions to Address Request Changes
The actions available to the Project Owner depend from where the request came from:
Request origins Available actions | Reviewer Task | Approver Task | Signer Task | Signing Coordinator Task | SMS Authentication | Validation Review |
|---|---|---|---|---|---|---|
Select new file or previous Step | ✔️ | ✔️ | ✔️ | ✔️ | ||
Reassign Task to other Collaborator | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
I will handle it by myself | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
I will coordinate signers myself | ✔️ * | ✔️ | ||||
Replace the phone number | ✔️ | |||||
Restart the task for this Signer | ✔️ | |||||
Select previous Step | ✔️ | |||||
Continue Workflow anyway | ✔️ |
*) If In-document Signature Placement is in used: Signature Placement | In-document .
Select New File or Previous Step
1. Choose [Select new file or previous Step] option.
2. Click [Flow] to attach a new File if you want to replace the File.
3. In the dialog that opens, add or select a File to replace:
A. Click [Attach] button if you want to select a File from [Available Files] folder.
B. Add a new file by clicking [Upload Files] button or by dragging and dropping Files.
4. Select a previous step if you want to return the File to any Step in the workflow.
5. Add a comment and click [Resolve rejection] button.
Reassign Task to Other Collaborator
1. Select [Reassign task to other Collaborator] option.
2. Choose another Collaborator to review this File.
A. Select from the list of project Collaborators.
B. Add a Collaborator by email.
4. Add a comment.
5. Click [Resolve rejection] button.
Reassigning to other Collaborators will mark the original Task as Completed.
I will handle it by myself
This method of resolving rejection will create a new Edit Step so that you can make changes to the File yourself.
1. Select [I will resolve it by myself] option.
2. Click [Confirm] button.
3. The Project Owner will now receive a Task to edit the File.
I will coordinate signers myself
This option will let you take the task as Signing Coordinator and prepare the signing configuration yourself.
Replace the phone number
This option is available when a Signer reported that the phone number for SMS Authentication was not correct. You will be able to update the phone number and send the Sign Task back to the Signer.
1. Select [Replace for the phone number] option.
2. Provide the new phone number.
3. Click [Confirm] button.
Restart the task for this Signer
This option is available when a Signer failed to go through SMS Authentication. You will be able to send the Sign Task back to the Signer and let them try SMS Authentication again.
Continue Workflow anyway
This option is available when a document still contains open Comments and unresolved Track Changes. Choosing this option will ignore the findings and send the document to be signed.