# Reading through documents

External users (Ad Hoc recipients) are participants who are not part of the emSigner internal user directory. When an external user’s signature or review is required, emSigner enables a secure, guided signing experience without requiring a full platform login.

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#### 1. Email Notification

When the workflow reaches an external user, emSigner sends an email notification to the recipient.

The email includes:

* **Document name**
* **Sender name**
* **Sent date and time**
* A **Preview and Sign** action button
* Optional message from the initiator (if provided)

Clicking **Preview and Sign** initiates the signing process.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FVxyJIlhxDTCsmV3kZABM%2Fimage.png?alt=media&#x26;token=a5dc3eba-0ed1-453d-8cb7-6dcb76041d44" alt=""><figcaption></figcaption></figure>

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#### 2. Accessing the Document

After clicking **Preview and Sign**, the external user is redirected securely to emSigner.

* **No emSigner account or manual login is required** for external users.
* Access behavior depends on the authentication settings configured by the initiator.

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#### 3. Additional Authentication (If Configured)

Based on workflow configuration, one or more verification steps may be required before the document is opened:

**OTP Verification (Optional)**

* A one-time password (OTP) is sent to the user’s registered email or mobile number.
* The user must enter the OTP to proceed.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FjNFIGOzPnpGgtE0ZvDEg%2Fimage.png?alt=media&#x26;token=40f13a9f-d108-43d8-b7c4-dba2481adba7" alt=""><figcaption></figcaption></figure>

**Liveness / Video Verification (Optional)**

* The user is prompted to complete a short liveness check using the device camera.
* On-screen instructions guide the user to ensure proper lighting, face visibility, and clarity.
* This step helps validate the signer’s presence and identity.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Fx7h4IS28tMOZyL5qVIIV%2Fimage.png?alt=media&#x26;token=4b34ef39-7d53-4878-8897-f6b87778f0ee" alt=""><figcaption></figcaption></figure>

> **Note:**\
> If OTP or liveness verification is **not enabled**, the external user is taken **directly to the document** after clicking the email link.

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#### 4. Document Viewer Experience

Once authentication (if any) is completed, the external user is taken directly to the assigned document.

Within the document viewer, the user can:

* Read the complete document content
* Navigate between pages using page controls
* View document details such as document name and reference number

No additional navigation is required to locate the document.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FAaddKT5m4sK7FUhU7mFy%2Fimage.png?alt=media&#x26;token=6902f552-40aa-4162-a3b4-f90a4e49455a" alt=""><figcaption></figcaption></figure>

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#### 5. Available Actions While Reviewing

While reading the document, external users can access the following actions (based on permissions):

* **Next**\
  Guides the user to the next required action such as initials or signature fields.
* **View/Add Attachments**\
  View supporting documents or upload attachments (if enabled).
* **Signing Order Indicator**\
  See participant details and the current signing sequence.
* **Save**\
  Save progress and continue signing later.
* **Decline**\
  Decline the document with a mandatory reason.
* **Download document(s)**
* **Add comments**
* **View document details**

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#### 6. Guided Navigation to Signing Fields

The **Next** button ensures a guided signing experience by automatically navigating the user to:

* Initial placeholders
* Signature placeholders
* Mandatory fields

This prevents missed actions and helps external users complete signing efficiently.

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#### 7. Sign & Finish

Once all required actions are completed:

* The **Sign & Finish** button becomes available.
* Clicking **Sign & Finish** completes the external user’s signing process.
* The workflow automatically moves to the next participant, if any.