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How to review a document as reviewer on the BoldSign mobile app?

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2 mins read

With the BoldSign mobile app, you can easily review documents as part of the signing workflow. If someone adds you as a reviewer, you’ll be able to access and go through the document directly from the app. This feature helps you understand the contents and terms clearly, keeping you informed and confident throughout the process.

Follow the steps below to review a document:

  • Log in to your BoldSign mobile app account.
  • On the Dashboard page, tap the Waiting for me card to find the list of documents awaiting your review.

Waiting for me widget

  • Alternatively, you can find the documents by tapping the Documents icon on the bottom navigation bar and navigating to the Documents screen.

Documents icon

  • Locate the document that needs your review and tap the Review now option, or tap the context menu and select the Review now option.

Review now option

Review now option

  • You will be taken to the reviewing page. Read and agree to the terms and conditions displayed at the bottom, then tap Continue to proceed.
  • Begin reviewing the document.
  • When you tap the context menu at the top right corner of the screen, several options will be displayed. You can decide either to Download document, Finish later, Re-assign, or Decline the document.

More actions

  • Once done, tap Finish to complete the process.

Finish review

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