How to Check and Return Tasks

Before sending out important documents, you may need someone from the higher-ups to confirm that all the content filled in the document is correct, or you might want someone who is associated with the task to check the content before the task proceeds to the next signer. For example, the senior manager or the director of the department can be the one to assign as checkers for checking the document beforehand.

You can now add one or multiple checkers to your different signers (based on your organization workflow) when managing the signer in task creation. You may also assign the checker in advance while creating the templates (Here’s how: Creating Reusable Templates) to help you optimize your working process. 

The Check and Return feature is only available in “Get Signatures” tasks. This feature doesn’t apply to “Sign Yourself” and “Front Desk Signing” tasks. 

*Note: Check and Return is a premium feature available for Business plan and above. Subscribe to the business plan to start the experience. Get your free trial here. 

Sender’s Perspective: How to Assign Checkers to the Signer

The checkers’ assigning process takes place in the task creation stage. Therefore, in order to assign the checker, you will have to create the task first (Tutorial: Create a Task to Get Other’s Signature). After uploading the document for the task, you can manage the signer, and this is where you can access the advanced settings to assign checkers. Please see the below steps to assign checkers:

1. Set the signing order if your task requires signatures in a routing order (To understand signing flow, please visit: What is the Signing Process of Tasks Involve Checkers).
2. Identify the signer who you’d like to set checkers for. 
3. Click “More (···)” for advanced settings.
4. Click the “Select Checkers” to expand the tab.
5. Select the Checker you would like to assign to for this task.
6. You may assign one or multiple checkers to a signer. 
7. Tick the “Signer’s Final Confirmation” box if you wish the task can be proceeded to the next stage right after the checker has completed checking. 
8. Click “Confirm”.
9. You may find a tick next to the signer’s icon after you have assigned the checker to your signer.

*Note: 

1. Only the sender and signers involved in the task may be assigned as checker. 
2. If the signer’s final confirmation is required, it means that after the checker approves the task, the task will be sent back to the signer to complete the task by confirming the completed checking process by the checker.

Checker’s Perspective: How to Complete the Checking Process

1. Once the signer finishes signing, you will receive a “Request to Check” email notification for checking the task.
2. You may also find the task in the “Waiting For Others”. For tasks that are waiting for you the check will have “CHECK NEEDED” on it.
3. Click the task.
4. “Pass” or “Fail” the pre-filled field accordingly.

There are two ways to complete checking the task under two different scenarios. Please see the below scenarios when checking the task:

Scenario 1 - All the content is correct:

There are two ways to approve the signing field as a checker:

Method 1

1. Approve the content by clicking the “Pass” of each signing field. 
2. Click “Finish”.
3. Click “Confirm” to complete the checking process.
4. Signer will receive a “Passed the Check” email.

Method 2

1. Click “All Pass” on the top bar to approve all the signing fields. 
2. Click “Finish”.
3. Click “Confirm” to complete the checking process.
4. Signer will receive a “Passed the Check” email.

Scenario 2 - Content requires revising:

1. Approve the content by clicking the “Pass” of the signing field. 
2. Click “Fail” for the field that you want the signer to revise.
3. Click “Finish”.
4. Click “Confirm” to complete the checking process.
5. Signer will receive an email of the returning task.

*Note:

1. Checkers do not have the authority to decline the checking invitation. However, checkers may reach out to the task assigner and ask to transfer the checking authority.