The Enable File Review setting provides the ability for the sender to send unsupported files through the RSign system for signers to review them and place their signature in a document that is sent separately. With this feature, senders can also send supported files for review.
This setting is available under the COMPANY tab. To enable this feature contact your RPost Support or your Customer Success representative.
This article covers the following topics:
Using the file review feature
When the feature is enabled, the sender can select if a document is to be sent to be Signed or Reviewed
If the file type is not supported for signature, such as a video, the Action field will default to Review and will not be editable.
Individual files should not exceed 25 MB. There is no limit of files that the Signer can attach.
If the sender does not include another file type that is supported for signature, RSign will include a separate document called the Standard File Review Confirmation Template for the recipient to accept the content.
When clicking on the Next button to prepare the document, the sender will be prompted with a confirmation request.
If the sender clicks on Yes, they will move on to step 2 to prepare the File Review Confirmation template. The template can be fully customized with the fillable controls fields.
If the sender clicks on No, they will return to step 1 to upload a file type supported for signature.
The signer experience
The File Review Confirmation template will list all the files to review. The Signer can download those files by clicking on the corresponding icon on the top navigation bar.
After the files have been reviewed, the signer can fill out any required fields and sign the document. When the signer clicks on the Submit button, a File Review Confirmation window will open.
To finalize the signature process, the signer should click on the Confirm option.
After the recipient confirms that the files have been reviewed, the completed File Confirmation Template can be accessed in the ENVELOPE Tab of RSign.