The File Review feature allows you to send unsupported files, such as multimedia files, through the RSign system for signers to review, while placing their signature on a separate document. Additionally, this feature enables you to send supported files for review as well.
Read this article to learn how to enable the File Review feature.
How to use the File Review feature
Add a document in the Attach Files section. If it is a supported file, you will have the option to send it for Signature or for Review. 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.
If you do 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, you will be prompted with a confirmation request.
If you click on Yes, you 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 you click on No, you 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 pop open.