Check and Return - How to Revise the Document if the Task is Returned by the Checker

When the task you are assigned involves a checking process and it has been returned by the checker, you will receive an email notification of this returned task. You can edit the document via the link and resend it to the checker once it is ready. Please see the below steps to revise the document. 

*Note: Learn more about our Check and Return feature, please visit: What is Task Checker and How to Assign Checkers to a Task?

1. Enter the task via the link.
2. Click “Close” after viewing the message from your checker.
3. Make changes to the content accordingly.
4. Click “Finish”.
5. Click “Confirm” to complete the revising.
6. You will see your task status is now “Pending”.
7. Wait patiently for the checker to approve the signing. Edit the content accordingly or proceed to the task’s final confirmation after the checker finishes checking.

*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.

How to Proceed Final Confirmation after Checker’s Approval as Signer

Once the document has been checked and approved by the checker, you will receive a “Passed the Check” email. You will need to confirm the check and complete the task or send your task to the next signer by doing the following:

1. Enter the task via the link.
2. Click “Finish”. 
3. Click “Confirm” to complete the task.

*Note: 

1. This will only be applicable if the task requires the signer’s final confirmation from the sender.
2. If the signer’s final confirmation is required, the last confirmation will be recorded as the timestamp in the audit trail.