Speed up your review process with Review Mode, highlighting changes made by previous signatories for a clearer and more efficient review experience.
Contents
About
Reviewing changes
Filtering changes by signatory
Reviewing previous signatories
Reviewing changes
Navigate to the response that you want to review
Select “Review Changes”
By default, the most recent change for each field will appear in the right-side panel
Select a field to see the full history of changes by selecting the field on the form or by selecting the change that you want to expand in the side panel
While reviewing changes, files on the form will be read-only. If you want to edit a field, select “Review changes” a second time to turn Review Mode off
Filtering changes by signatory
If you only want to review changes from one signatory or a subset of signatories in the workflow, you can filter the changes to focus on the signatories you want to see.
Select “All Signatories” at the top of the changelog
Choose which signatories you want to see edits from by selecting or de-selecting any signatory in the menu
Reviewing previous signatories
If form fields from previous signatories are not visible to you and you want to review the changes made you can navigate back to any form role in the workflow
Click the arrow in the top left corner to go back to the response
If you have edited anything on the form, all progress will be saved
2. Locate the signatory you want to review changes from and click the view icon
3. Click Review Changes in the top right corner
You will see all the changes that were made on the form fields available
You can filter the changes to only the signatory you are looking for by following the steps above in the “Filtering changes by signatory” section
