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What does reviewing a document mean and how to submit a review?

The Reviewer role allows a designated participant to examine a document and formally share feedback before it is signed. You can issue either a positive or a negative review, accompanied by an explanatory comment.

Important: Submitting a negative review serves an advisory and informational purpose - it does not automatically block the workflow or prevent signers from signing the document. 

Step-by-step instructions to review a document:

  1. Log in to your account on the platform.
  2. Go to your document list and select the document awaiting your review.
  3. Click the Give your opinion button.
  4. Carefully read the contents of the document and choose your review type:

    • Give positive feedback - if you accept the content without objections.

    • Give negative feedback - if you have concerns or objections regarding the content.

  5. Add your explanation or feedback in the comment field.
  6. Click Add a review to submit.

Done! Your review and comment are now saved and visible to the participants involved in the document process.