Resetting a Sent Document

1. Introduction

This guide outlines the process for resetting a document that has already been marked as "Sent" within a document pack. This feature is useful if a mistake was made in the original document and you need to make changes, re-approve it, and send it again.

2. When Can I Reset a Document?

You can reset a document only if it meets the following criteria:

• The document is part of a document pack.
• The document's current status is "Sent".

3. Step-by-Step Guide

Follow these steps to reset a sent document:

1. Navigate to the Document: Locate and open the document pack containing the document you wish to reset.
2. Preview the Document: Click on the specific document to open its preview. You must be able to see that its status is "Sent".
3. Initiate the Reset: Within the document preview, you will see a "Revise" button. Click this button.
4. Confirm the Action: A confirmation pop-up window (modal) will appear, asking you to confirm that you want to proceed with the reset. This is a safety measure to prevent accidental resets.
5. Confirmation: Once you confirm, the system will process the request.

4. What Happens Next?

After you successfully reset the document:

• The document's status will change from "Sent" back to "Awaiting Approval".
• The document is now unlocked, and you can make the necessary edits.
• After editing, the document will need to go through the approval process again before it can be re-sent.