› Review and sign documents

Review and sign documents

Now you are ready to review and sign the documents.

Each document is provided with:

  • Name of document
  • Document thumbnail
  • Action type requested from you
  • Status of action (action required or complete)
  • Buttons indicating available actions (blue color of button indicates action that is obligatory)



The Review and Sign view will display all documents that require your attention.
  1. Click Sign or Review to open the document.

  2. You can review the document here before signing. While scrolling, the arrow on the left will always guide you to the next signature field that requires your attention. If you use a mobile device for signing, the Next button navigates you.
  3. Fill the text fields with required information. If fields are marked with red star they are obligatory to be filled.
  4. Click the signature field when you are ready to sign.

    Depending on how the document is set up, you may be prompted to select one of the following signature types: Upload image (use a saved signature image), Upload stamp (use a saved stamp image), Signature (sign with your mouse or signature pad), Photo capture (use your device camera to take a picture to sign with), Click-to-Sign (sign by typing your name).
  5. If type Signature is selected, draw your signature in the opening dialog.

  6. Click Apply to place the signature in your document.

  7. When all the required actions are finished the Done button starts pulsating. Click it to return to the document overview.
  8. After you finish signing the document you will see the Complete label. The button label also changes from Sign to Review indicating that your signing process for this document is completed.
  9. Add supplemental documents if they are requested. Supplemental documents that are marked as required are obligatory to be uploaded.

  10. Upload the files. Please pay attention on maximum number and maximum size of the requested documents.
  11. You can optionally download copies of your signed documents either by clicking Download for chosen document or by clicking Download all for downloading all the documents at once. If you want to postpone completing your signing process you may click Resume later. The signing process is complete once you click Finish

    The Finish page shows that the signing session has been processed successfully.