• 正式評論

  

  Isabel Messore

  • 2026年08月17日 15:27

  Update: Both edits to signers and adding new actions to an open process are now supported!

  You can add additional certification actions (or any action type) to a process that has already started:
  

  • From the Process tab, click Add in the toolbar
  • Select your action type (e.g., Certification)
  • Fill in the action details
  • Click Add action — it will start according to the process's Start order setting

  You can also edit a certification action that has already started, with one key caveat:

  • Click the three-dot menu next to the certification action → Edit action
  • You can edit signer or approval steps that haven't already started
  • Steps that are already in progress cannot be edited directly

  Note on already-active signer steps: If a signer step is currently active/in progress, you can still add a new signer step after it and then skip the original signer.
  
  Users must have the Editor workspace role to edit a process, and Owner access to the process to manage signer/approver actions.
  
  
• 

  Isaac Oard

  • 2023年07月19日 18:04

  Hi Kannan Babu Ramachandran

  At this time, there is no way to do this. You would either need to cancel and resend a new action with the appropriate users involved or add a new action with just the person you want to add.

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