The short answer

A final review is the safest way to prevent misassigned fields, incorrect recipients, wrong amounts and unusable signing requests.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Read every page

    Confirm names, dates, amounts, clauses, pagination and attachments against the approved source.

  2. Review recipients and fields

    Verify email addresses, signing order, field placement, assignment, labels, options and required state.

  3. Review send controls

    Check message, expiration, Allow Decline, Require All Fields, sharing and download permissions.

  4. Review payments

    Confirm amount, currency, active provider, Before or After Signing timing, description and instructions.

  5. Preview and save

    Preview the signer workflow, save the latest version and send only when the saved result matches the preview.

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