› 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 (review or sign)
  • Status of action (action required or complete)
  • Buttons indicating available actions (you must complete any item with a blue button and "Action required" notation)

    Document information

The Review and Sign view displays all documents that require your attention.
  1. Click Sign or Review to open the document.
    Review and sign documents
  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, use the Next button to navigate.
    Display the pages of a document
  3. Fill the fields with required information. If fields are marked with a red star, they are obligatory to fill. Others are optional. For information about the types of fields and signing-related details, refer to Sign documents in the SignDoc Standard Help. If you are requested to sign with TSP, refer to TSP signature in the SignDoc Standard Help.
  4. When all the required actions are finished, the Done button starts pulsating. Click it to return to the document overview.
    Done button
  5. After you finish signing the document, you will see the Complete status label. The button label also changes from Sign to Review indicating that your signing process for this document is completed.
  6. Add supplemental documents if they are requested. Supplemental documents marked as required must be uploaded.
    Add supplemental documents
  7. Upload the files. Please pay attention to the maximum number and maximum size of the requested documents. For details, refer to Supplemental documents in the SignDoc Standard Help.
    Upload document
  8. To download copies of your signed documents, do one of the following:

    • Select a signed document and click Download.

    • Select Download all to download all signed documents at once.

      This option is available if not disabled by an account administrator.

    You also basically get a copy of signed documents by email after the package is complete.
  9. The Finish page confirms that the signing session has been processed successfully.

    Finish page