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.
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.
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.
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.
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.
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.
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.
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.
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.
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