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How to Run a Scenario

This document explains how to start a scenario, continue to the next step, and restart the flow after rejection.

The first step creates the first envelope draft. The next steps continue from completed or rejected envelopes.

Start a scenario

  1. Open the scenarios list.

  2. Click the scenario you want to run.

The system creates a draft envelope from the first step of the scenario.

If the conversion rule provides all required data, the draft is filled in automatically.

Continue to the next step

  1. Open the envelope from the current step.

  2. Click the action button in the bottom-right corner.

  3. Continue with the next envelope in the scenario.

The action button label matches the step name from the scenario configuration.

Restart after rejection

If a participant rejects the envelope, restart the process from the envelope in the previous step.

Next steps

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