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Feature Friday

Add Request Attachments: Review By

Enable ‘Review By’ to Select Signers That Need to Review an Attachment.

Enable ‘Review By’ to Select Signers That Need to Review an Attachment.

Applicability: Any Doc

Why: With all of the different workflows and approvals, it takes a village to process and complete a government form. By now you know that by Requesting Attachments, you’ll never receive a form without all of the necessary supporting documentation.  

But just because there’s a few people involved in the process, that doesn’t meant that everyone has to be involved in every step of the process.  

Convert your PDF forms into online smarter business processes. Don’t waste your time scanning through long documents or sifting through numerous attachments looking for the only one you need to review. Better yet, keep information as secure as possible by ensuring that sensitive information in attachments aren’t unnecessarily viewed by wandering eyes. Turn on Review By to decide who sees what.

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