Disclosures Review Envelope Update

Posted 13 days ago by José Gómez

J
José Gómez Admin

6/21 Beta, 8/9 Prod

 

Purpose of Update and Benefit: The review envelope is being enhanced to support a much more intuitive PDF review workflow. This release will greatly reduce the number of clicks recipients must make. This release is not Blend Sign related.

 

Current Behavior: The review envelope today requires a recipient to click through and mark each document as 'Complete' before moving to the next document. When finished marking all documents as complete, the recipient must click on the 'X' in the top left corner of the screen to close the window.

 

New Behavior: The refactored review envelope workflow will primarily be transitioned into a scrollable experience (similar to how Adobe PDF viewer functions). The recipient will be required to scroll through to the bottom of the envelope to mark all documents as reviewed. If the recipient attempts to exit the review envelope prior to all documents being marked as Reviewed, they will be prompted with a warning that the task will remain incomplete if they proceed to Exit.

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