Review/Acknowledge/Sign a Document

You will receive an email notification if someone requests that you review, acknowledge, or sign a document. To be prompted to complete the request, click the blue button in the email. Otherwise, follow these steps from the Dashboard:

1. Navigate to the Documents feature
2. Find your documents under the My Documents tab 
3. New documents for review will appear in the My Documents section tagged with the word “New.” Click View to read.

Documents that require acknowledgment or a signature will appear in the Pending Requests section. Click View beside each document to review and complete the request.

To acknowledge:

1. Check the box next to “I acknowledge that I’ve read this document” 
2. Click Complete

To sign:

1. Click the green Start button to be prompted through the required fields
2. Click the field to sign, check, add a date or input other text
3. Select Done Signing
4. Click Next at the bottom to be directed to the next field. You will be told how many fields remain. 
5. When all fields are complete, click Agree

Documents will remain under My Documents after-action steps are complete. The document senders will be notified when requests are completed.