Unblock a Workflow Session

Learn how to recover a Workflow Session when it becomes blocked due to a Signature Request or Verification failure.

When does a Workflow Session become blocked?

A Workflow Session — and the affected Action Group — enters blocked status when at least one Action inside it meets any of the following conditions:

Action typeBlocking statuses
Signature Requestrejected, declined, canceled, expired
Verification (Identity, bank account, etc.)inconclusive, failed

Unblock when a Signature Request is blocking

To unblock the Workflow Session:

  1. Delete the blocking Signature Request. Use the Delete a Signature Request endpoint.
  2. Create a new Signature Request, and link it back to the Workflow Session using the workflow_session_id parameter.

What happens to the deleted Signature Request?

The deleted Signature Request remains visible in the Action Group, with status deleted. However, deleted actions are ignored when computing the status of the Action Group. As a result, the Action Group will automatically exit the blocked state.

Unblock when a Verification is blocking

When a Verification ends in failed or inconclusive, there is currently no way to retry it via API — (retry support is coming soon 🚧).

In the meantime, you can manually resolve the Action to resume the Workflow Session.

When can you resolve a Verification Action?

You may use manual resolution only if you have done the verification externally. Typical cases include:

  • Manual human review. Example: A team member directly checks the ID document and confirms it is valid.
  • Verification done outside the Workflow Session. Example: You use Yousign Verify manually (outside the session) to complete the verification separately.

How to resolve the Verification Action?

Use the Resolve an Action endpoint to mark the Action as resolved.
The Action Group will then treat it as if it were verified, and the Workflow Session will continue.

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Responsibility note

Resolving a Verification tells the Workflow that you’ve checked it outside of Yousign’s system.
Yousign does not validate it — the Workflow simply continues based on your confirmation.

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The underlying Verification resource itself will remain failed or inconclusive, but the Workflow logic ignores that once the Action is marked as resolved.