Re-run an automation

Re-running an automation is the fastest way to recover a document that didn't process, or to remake a document after you've fixed the source data or template.

Re-run a workflow item

Open the workflow's outputs page.

You'll see every item the workflow has produced. On the right-hand side of each row, click the three-dot menu and choose Rerun.

Portant will pull the latest data from the source, run it through the current document template, and produce a new document. If your workflow includes emails or signature requests, those will be sent again as part of the rerun.

Resend a signature request

Sometimes you don't need a new document, you just need to nudge someone who hasn't signed yet. Open the outputs page, expand the row, and click the resend button next to the signature request.

Note: Signature requests expire after 30 days.