How to rerun an automation item

Re-running automations can be an effective method for recovering documents that were unable to be processed or you need to remake.

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In this article you will learn how to:

1. Re-run an automation that has previously been processed
2. Resending signature requests

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Re-run an automation that has previously been processed

To rerun an automation item, the first thing you need to do is to open your output page:

Next, you'll see a list of all the items that have been created by your workflow. On the right-hand side, you'll notice an icon featuring three dots. Give it a click, and then select "Rerun."

This will retake the data from the source and run it through the current document, which makes a new document (and sends emails/signature requests if they are part of your workflow).

Resending signature requests

Sometimes you don’t need to recreate the document, you just need to remind someone that they have a signature request. To resend a signature request, open the output page and expand the item line. Here you will see a button which will resend the signature request. 

Note | Signature requests will expire after 30 days.

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‍Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James

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