On the Review & Sign page users get an overview of documents included in the signing package. The recipient selects a document for signing.

For each document the status information Complete, Action required or Review is shown. Clicking one of the action buttons Sign or Review of the row will open the document.

Clicking RESUME LATER all changes are saved without the user finishing the signing package.

The FINISH button is only enabled, if all required fields of all documents of the signer are completed and/or all documents have been reviewed by the reviewer. After a user has finished they can no longer edit the documents in the package.

The finished documents are shown in the upper area of the page.

All pages of the document are displayed in a continuous paging view.

In the header you can see the title and description of the current document.

If a document message has been set, a message icon is shown.

Documents may have form fields that recipients need to complete. Fields in the document are shown with a blue background. Required fields are marked with a red star. Users can click the fields to fill them in.

A form filling guide is displayed on the left side of the page to assist navigation to the required fields of the document. On mobile devices this guide is shown in the toolbar. The guide will point users in the direction of the next required field. You can also click the guide to automatically scroll there.

To sign, click in the signature field and follow the instructions. You can also remove any signatures added by clicking again in the signature field and clicking Clear Signature.

If the Client certificate required option is enabled (see information about signer certificates in Add recipients to documents package), a client certificate will be requested the first time you sign a field in any of the documents. This certificate will be used for all subsequent digital signatures for the current signer unless removed.

After the signer certificate is available to the signing session a new certificate icon will be visible in the toolbar.

Clicking the certificate icon will display information about the certificate. From this dialog you can also remove the certificate from the signing session.

After clicking the delete icon a message will inform you that the client signing certificate has been removed and a different certificate may be applied to new signatures.

The following methods are available to sign a document: signature, photo capture, Click-to-Sign or signature image.

• Signature image

  Sign the document using a saved image. To use this feature click the Upload image menu item and select a JPG or PNG file to use for signing. After that the popup will display the image and you can click the image to sign the document:

  

  Note The signature image will be stored on the PC or device that you are working on. You can delete the stored image by clicking the DELETE link in the popup.

  This method appears:

  • In-person signing: only for a signer added with Add me button in the package wizard.
  • Remote signing: for any user

• Signature

  Sign with your mouse or signature pad.

  

• Click-to-Sign

  Sign by typing your name.

  

• Photo capture

  Use your device’s camera to take a picture to sign with. To take a picture click SNAP. If you would like to take the picture again click RE-TAKE. If you are satisfied with the picture click APPLY.

You can also remove any signatures added by clicking again and clicking Clear Signature.

After you are done editing or reviewing the document click SAVE to save your changes and return to the previous page.

Download your documents

To download your documents, click the download icon:

After you have finished filling or reviewing all your documents, click Download All to save all of your completed documents as a zip file:

When all documents are completed and the user is returned to Review & Sign page using the SAVE button, then the FINISH button is highlighted and the recipient can finish the review and sign process.

Clicking FINISH SignDoc Standard guides the recipient to the Completeness & Thank you page.