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The manager clicks the modify button for the task in question in the Task List. This brings up a form which the manager can use to choose any prior step to which he/she can reset the task. In the example above, the drop down will only show the first (Expense) step. Select that step, fill in the rest of the form to customize the notification email sent to the employee and click Submit. The flow will be rewound to the desired step and placed back into the task list of the original employee to make any corrections.  

Generate Additional Pixel Perfect PDFs  

With , you can already generate a PDF when your workflow is submitted. The PDF looks like the form on the screen. Using Version 5.1, you can use the data to fill in addtional PDFs like the US W-4 form. "Pixel Perfect" PDFs look like the actual form, in this case, the US W-4 . Together with Electronic Signatures, it is easy to fully automate workflows like Employee On-boarding where you can collect employee information and a signature electronically and generate all the required documents. When your workflow is submitted,  will generate the addtional PDFs that you uploaded with the fields filled in from the workflow. You can save it to your back end system, send it via email or use any of the standard actions available with a workflow. See Generate Pixel Perfect PDFs and the Employee On Boarding Tutorial for details.