Approve a document

There are multiple ways you may receive a document.  In this article, we'll cover a few different methods for signing a document:

  • Approve a document you received via email
  • Approve a document from your Upsign account

Approve a document you received via email

  1. Click the Review & Approve button in the email you received
  1. Review the document by scrolling or navigating the pages in the right sidebar
  2. When ready, click Approve in floating bar at bottom of screen
  3. Click Complete button to finalize the approval process

Approve a document from your Upsign account

  1. Click the Approve action from the document list page

  1. Review the document by scrolling or navigating the pages in the right sidebar
  2. When ready, click Approve in floating bar at bottom of screen
  3. Click Complete button to finalize the approval process