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Participant
July 9, 2026
Question

I restarted an agreement to allow the signer to make corrections, but when it started the workflow over I lost all of my prefilled information. How do I preserve or re-enter that?

  • July 9, 2026
  • 1 reply
  • 7 views

The agreement went back to the first signer, but there was none of my prefilled information.

    1 reply

    Meenakshi0101
    Community Manager
    Community Manager
    July 10, 2026

    Hi user5841784,


    Thank you for reaching out, and sorry for the trouble caused.


    Could you please clarify what you mean by "restarted"? If you could provide more details about how and when you entered the information, it would greatly help us understand the workflow better.

    It would be helpful if you could share more information.


    Thanks,

    Meenakshi

    Participant
    July 10, 2026

    I prefill information on a credentialing application before sending it out for completion and signature by one individual, approval and signature by me, and finally approval and signature by a third person. This document came to me for approval but I needed the first person to make corrections. I chose “Restart Agreement” from the options menu. The blank (without the information that was prefilled prior to the start of the workflow) document was routed back to the first person to start over. I had no chance to re-enter prefilled information.