Review a document

Reviewing is also a part of document workflow and is used for approval purposes. However, the reviewing activity does not involve digital signatures. Being a reviewer you can either approve the document or can simply decline it. Since reviewing is a workflow activity, these documents are shared with certain exclusive permissions (e.g. printing, downloading, access duration, password protection, etc.) by the respective Document Owner.

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Review a pending document

1. Click the "Documents" option, available in the left menu of the SigningHub screen.

2. From your documents list, locate the pending document to review, and click the "Sign" button against it. The document will be opened for review. Alternatively, you can skip the above two steps and follow the document link in the notification email that has been sent to you by SigningHub. This will directly open the document for review.

3. Add/ download attachments as required (optional).

4. Merge other PDF files as required (optional).

5. Use the allowed document permissions as required (optional).

6. Fill in the form components (if any are configured for you).

7. Fill in the form fields (if any are configured for you).

8. Add your initials (if any are configured for you).

9. Add comments (if any).

10. Click the "Approve" button from the right of the document viewer header, and agree to the legal notice (if any configured for you).

11. Specify your reviewing comments (up to 500 characters), and click the "Approve" button. These comments will be available to:

    1. The respective document owner in the Workflow History and Workflow Evidence Report.

    2. All the recipients in the comments section, and also in the notification emails of those who have configured emails for subsequent changes in the document.

The document is now approved, and its status will be changed from "Pending" to "Approved" in your documents list. The document owner will also be notified about this action through an email.

1. If you delete a pending document from your documents list without reviewing it, it is considered as declined.

2. Fill in the field's data accordingly and click the "Next" button to traverse to your next field for data entry. Keep doing so till you reach the last field assigned to you. SigningHub will display the total and traversed counts of your assigned fields accordingly.

3. If a delegated reviewer is configured for the document, then it will be automatically forwarded to the intended recipient.

4. You cannot review a document without adding an attachment if a mandatory attachment field has been assigned to you.

5. If the recipient tries to close the document package without performing all of their required actions, a warning will be displayed, as shown in the figure below: