Can I undo actions in the workflow?

Yes, you can undo the latest action performed on a file within your workspace. This feature is a convenient way to quickly reverse a recent workflow step, whether you are a creator recalling a request or an approver reversing a decision.

How to Undo an Action

The process for reversing an action is the same for both creators and approvers, and it includes documenting the reason for the recall:

1. Open the File: Navigate to the file and click to open it.
2. Initiate the Undo: Click the ‘Undo‘ button located at the bottom right side of the file view. A pop-up will appear prompting you for a reason.
3. Provide Reason and Revert: In the pop-up, type the reason for recalling or reversing the action, and then click Revert.
4. Action Reverts and Notifies: The file will immediately revert to its previous status. A notification will also be sent to every other member in the workflow, informing them of the recall and the reason you provided.

• For Creators: If you have just sent a file for review, clicking Revert will recall the file, changing its status back to the previous state.
• For Approvers: If you have just requested a revision or approved a file, clicking Revert will reverse that decision, setting the file’s status back to In Review status.