Reset or Revert a Checklist Signature

Overview: reset a checklist signature

Removing a checklist signature ends the current approval at that point so you can correct the checklist and sign again, which is used when a checklist was approved too early or with errors.

For PIN-protected signing, see Require PIN code before signing a checklist.

Your role must be the checklist responsible user, or Manager or higher.
You can find the menu at the open checklist - Approved status - Remove Signature.
This changes the approval state and what appears in the exported PDF report.

Only users responsible for the checklist, or users with the project role Manager or higher, can reset or remove a checklist signature.

A signature is never fully deleted. It is marked invalid so the approval trail stays intact. Approvals after a removal do not appear in the exported PDF report until you re-approve.

How to reset and re-approve a checklist signature

Approve the checklist first

Open the checklist.
Approve the checklist.
Add your signature.
The PDF report shows this approval as the current valid state.

Screenshot: Reset or Revert a Checklist Signature - Perform and approve the checklist

Remove the approved signature

Open the checklist.
Click the Approved status.
Select Remove Signature.
Confirm the removal. The signature is marked invalid and removed from the report view.

Screenshot: Reset or Revert a Checklist Signature - Remove the approved signature

Re-approve the checklist

Make the required updates or corrections.
Sign the checklist again.
The new signature becomes the official version in CxPlanner and in exports.

Screenshot: Reset or Revert a Checklist Signature - Re-approve the checklist

Results: reset a checklist signature

Project role	Can reset or revert signature
Admin	Yes
Manager	Yes
Consultant	Only if responsible for the checklist
Designer	Only if responsible for the checklist
Contractor	Only if responsible for the checklist
Viewer	No

Invalid signatures remain in the security trail
Approvals after removal stay out of the PDF until you re-approve
The latest valid signature is the official version

Troubleshooting: reset a checklist signature

Problem	Cause	Solution
Cannot remove the signature	Your role is below Manager and you are not responsible for the checklist	Ask a project Manager or Admin to remove it, or get assigned as responsible
Signature not visible in PDF	Signature was removed earlier and not replaced	Re-approve the checklist, then export again
Checklist still shows old status	Cached page	Refresh the page and check again

Updated on: 07/26/2026

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