# Other actions you can perform

While reviewing a document, internal users have access to several supporting actions from the document viewer. These options help users collaborate, review details, or manage the signing workflow without interrupting the signing process.

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#### View / Add Attachments

If the initiator has added supporting documents, or if attachments are enabled for the workflow, the signer can access them using **View/Add Attachments**.

From here, the signer can:

* View all supporting or reference documents attached to the envelope
* Download attached files for offline review
* Add additional supporting documents (if permitted)

This is useful when the main document refers to external files such as annexures, reference agreements, or supporting evidence.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FD3EsMkT74GKsj7QgyLrM%2Fimage.png?alt=media&#x26;token=a56f50e6-36f2-4a2d-9e2f-23661f554e6e" alt=""><figcaption></figcaption></figure>

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#### Doc Log (Document Activity Log)

The **Doc Log** provides a detailed audit trail of the document lifecycle.

It displays:

* Document number and envelope reference
* Workflow initiator details
* Total number of internal and ad hoc users
* Workflow status (for example: Pending, Completed)
* A chronological log of activities such as:
  * Document upload
  * Save as draft
  * Sent for signing
  * User actions with timestamp, IP address, and browser details

This helps signers understand the background of the document and track actions already performed.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FHNed5DLJK4OL7JW2ubXa%2Fimage.png?alt=media&#x26;token=47f67cb3-dda8-41d2-9ed1-fac7cb3d35c1" alt=""><figcaption></figcaption></figure>

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#### Save (Progress Preservation)

At any point during document review or field filling, the signer can use **Save**.

* All entered information (fields, initials, signatures, selections) is securely saved
* The document remains in a pending state
* The signer can return later and continue from where they left off

This is useful when the signer needs more time or additional clarification before completing the signing process.

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#### Decline to Sign

If the signer decides not to proceed, they can choose **Decline**.

When declining:

* The signer must provide remarks (mandatory)
* The decline action is recorded in the workflow
* The initiator and relevant participants are notified

This ensures transparency and provides clear reasoning for not signing the document.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Fr9hnvuTR6QYwMUq3PoF4%2Fimage.png?alt=media&#x26;token=51231855-b11f-4a83-8f5b-41e2d438bfab" alt=""><figcaption></figcaption></figure>

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#### Delegate to Someone Else

If delegation is enabled, the signer can delegate the signing responsibility to another user.

The signer needs to provide:

* Delegate’s email address
* Delegate’s name
* Reason for delegation

Once delegated:

* The signing responsibility moves to the new participant
* The workflow reflects the delegation in the signing order

This is helpful when the original signer is unavailable or not the appropriate authority.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FXe2hE8NQSKAY4IPiT3g0%2Fimage.png?alt=media&#x26;token=1fe2baab-0450-497f-860c-c05939082dba" alt=""><figcaption></figcaption></figure>

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#### Share Document

Using the **Share** option, the signer can share the document for review purposes.

Key points:

* Multiple email addresses can be added (semicolon-separated)
* An optional message can be included
* Attachments can also be shared, if enabled

This action is typically used for internal consultation or legal review before signing.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FU77VPB5YCjMJFiK2lgxH%2Fimage.png?alt=media&#x26;token=ae5e111c-0c80-41e2-961c-413dfd47f034" alt=""><figcaption></figcaption></figure>

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#### View Document (Read-Only Mode)

The **View Document** option opens the document in a read-only viewer.

In this mode, the user can:

* Scroll through the entire document
* Zoom in/out for better readability
* Navigate pages using thumbnails

No fields or placeholders can be edited in this view, making it ideal for focused reading or validation.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FMwErxx6e2PbLwZkr8wp5%2Fimage.png?alt=media&#x26;token=2907e246-d4a7-4b01-ac25-50b556ca8965" alt=""><figcaption></figcaption></figure>

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#### Summary

These actions allow internal users to:

* Review supporting materials
* Track document history and participant actions
* Collaborate with others
* Pause, delegate, or decline when needed

All of this can be done **without disrupting the signing flow**, ensuring flexibility and control throughout the document signing journey.