Reviewing Changes in a Response

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 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