Reviewing the Document
View and navigate documents before signing
Reviewing the Document
After clicking the signing link in your email, you'll be taken to the signing page where you can review the document before adding your signature. Take your time to read through everything carefully.
There's no time limit on the signing page. Take as long as you need to review the document thoroughly before signing.
The Signing Page Layout
When you open the signing link, you'll see a clean, organized interface designed to make signing easy:
The signing page layout with all key elements visible"/>
Page Components
The signing page includes these main sections:
1. SignNXT Logo - At the top center
2. Document Information Card - Shows document name and your details
3. Progress Bar - Tracks your completion status
4. PDF Viewer - Displays the document with interactive fields
5. Action Buttons - "Decline to Sign" and "Sign Document" buttons at the bottom
Document Information Card
At the top of the page, you'll see a purple-tinted card with important information:
The document info card tells you what you're signing and who you're signing as
What's Displayed
• Document Name - The full name of the document (e.g., "Employment Offer Letter")
• Your Role - "You are signing as [Your Name]"
• Your Email - The email address where you received the request
• Instructions - "Please review and sign this document"
Make sure the name and email shown are correct. If they're wrong, contact the sender before proceeding. When you sign, YOUR name and email will be permanently recorded on the document, so it's crucial that this information is accurate.
Progress Bar
Below the document info, you'll see a progress indicator that helps you track your completion:
The progress bar updates in real-time as you fill fields
Progress Information
• Field Count - "X/Y fields" (completed out of total required)
• Visual Bar - Purple bar fills from left to right as you complete fields
• Percentage - Shows completion percentage (e.g., "75%")
• Current Page Info - "X fields on this page" (for multi-page documents)
The progress bar updates automatically as you fill in fields, giving you instant feedback on how much is left to complete.
Watch the progress bar to see how many fields you have left. The "Sign Document" button only becomes active when you've completed all required fields.
PDF Viewer
The main area of the page displays your PDF document with interactive fields overlaid on top:
The PDF viewer displays your document with all fields you need to fill
Viewer Features
• Full Document Display - See the complete PDF as it was uploaded
• Interactive Fields - Fields are highlighted and clickable
• Color-Coded - Your fields are highlighted in purple
• Zoom Controls - Zoom in/out for better readability
• Page Navigation - Navigate between pages (for multi-page documents)
• Scroll Support - Scroll through the document naturally
Understanding Field Types
You'll see different types of fields on the document, each with a specific purpose:
1. Signature Fields
• Appearance: Large rectangular box with "Signature" label
• Purpose: For your full signature
• Action: Click to open signature drawing canvas
Signature fields are where you'll draw your full signature
2. Initials Fields
• Appearance: Smaller rectangular box with "Initials" label
• Purpose: For your initials only
• Action: Click to open initials drawing canvas
3. Date Fields
• Appearance: Medium box with "Date" label
• Purpose: To record the signing date
• Action: Click to select a date (often auto-filled with today's date)
4. Text Fields
• Appearance: Rectangular box with "Text" or specific label (e.g., "Name", "Address")
• Purpose: For typing information
• Action: Click and type your response
5. Checkbox Fields
• Appearance: Small square box with label
• Purpose: To indicate agreement or selection
• Action: Click to check/uncheck
6. Email Fields
• Appearance: Text box with "Email" label
• Purpose: For entering email addresses
• Action: Click and type email (validated automatically)
7. Phone Fields
• Appearance: Text box with "Phone" label
• Purpose: For entering phone numbers
• Action: Click and type phone number (validated automatically)
Required fields must be completed before you can sign. Optional fields can be left blank if they don't apply to you.
Navigating Multi-Page Documents
If your document has multiple pages, you can navigate between them easily:
Navigation Controls
• Scroll - Scroll down to see the next page
• Page Indicator - Shows current page number (e.g., "Page 2 of 5")
• Arrow Buttons - Click arrows to jump between pages
• Page Counter - "X fields on this page" helps you know if there are fields on the current page
Make sure to scroll through all pages of the document. Fields might be on any page, and you need to complete all required fields before signing.
Zoom and Readability
For better readability, especially on mobile devices, you can zoom in and out:
Zoom Options
• Pinch to Zoom (Mobile/Tablet) - Use two fingers to zoom in/out
• Zoom Buttons (Desktop) - Click + or - buttons to adjust zoom
• Fit to Width - Automatically adjusts to fit your screen width
• Fit to Page - Shows the entire page at once
The signing page is fully optimized for mobile devices. You can review and sign documents on your smartphone or tablet just as easily as on a computer.
Reading the Document Content
Before filling any fields, take time to read the document thoroughly:
What to Look For
1. Document Purpose - Understand what you're signing (contract, agreement, form, etc.)
2. Terms and Conditions - Read all terms carefully
3. Your Obligations - Know what you're agreeing to
4. Important Dates - Note any deadlines or effective dates
5. Contact Information - Know who to contact with questions
6. Signatures Required - See who else needs to sign
Never sign a document without reading it first. If you don't understand something, contact the sender for clarification before proceeding.
Sequential Signing Indicator
If your document requires sequential signing (signers must sign in order), you'll see information about other signers:
What You'll See
• Other Signers' filled details - Listed in signing order. • Completed Signatures - Previous signers' signatures are visible
In sequential signing, you can see the signatures and filled fields from signers who completed their part before you. This provides context and transparency.
Field Highlighting
Your fields are highlighted to make them easy to find:
Visual Indicators
• Required Indicator - Required fields may have an asterisk (*) or "Required" label
• Hover Effect - Fields show tooltip when you hover over them as "Your field"
• Completed Fields - Filled fields show your entered data in green box.
Mobile vs Desktop Experience
The signing page adapts to your device:
On Desktop/Laptop
• Full-width display - Document takes up most of the screen
• Mouse navigation - Click and type easily
• Keyboard shortcuts - Tab between fields
• Larger buttons - Easy to click action buttons
On Mobile/Tablet
• Responsive layout - Optimized for smaller screens
• Touch-friendly - Large tap targets
• Finger drawing - Draw signatures with your finger
• Auto-zoom - Fields zoom in when tapped
• Vertical scrolling - Easy one-handed navigation
While you can sign on any device, tablets offer the best balance of screen size and portability. Smartphones work great for simple documents, while desktops are ideal for complex multi-page documents.
Document Status Messages
Sometimes you'll see special status messages instead of the signing page:
"Document Voided"
• What it means: The sender cancelled the document
• What to do: Contact the sender if you have questions
• Information shown: Who voided it, when, and why
"Document Declined"
• What it means: Another signer declined to sign
• What to do: The signing process has stopped
• Information shown: Who declined, when, and why
"Already Signed"
• What it means: You already completed your signature
• What to do: You can close the window
• Download option: If all signers completed, you can download the signed document
Security Indicators
The signing page includes security features to protect you:
Secure Connection
• HTTPS - Look for the padlock icon in your browser's address bar
• SignNXT Domain - URL should be app.signnxt.com/sign/...
• Unique Token - Each signing link is unique and secure
Privacy Protection
• Your Fields Only - You can only edit your own fields
• Encrypted Connection - All data is encrypted in transit
• No Account Required - Sign without creating an account
SignNXT uses bank-level encryption to protect your documents and signatures. Your signing session is completely secure.
Taking Your Time
Important reminders about reviewing:
1. No Time Pressure - Take as long as you need to review
2. Save Your Progress - Your session stays active (fields auto-save as you fill them)
3. Come Back Later - You can close the page and return using the same link
4. Ask Questions - Contact the sender if anything is unclear
5. Print Option - You can print the document for your records (use browser print)
Signing a document is a legal commitment. Never feel pressured to sign quickly. Take the time you need to read and understand everything.
Troubleshooting
Document won't load
Possible causes:
• Slow internet connection
• Large document file
• Browser compatibility issue
Solution:
1. Wait a few moments for the document to load
2. Refresh the page
3. Try a different browser (Chrome, Safari, Firefox, Edge)
4. Check your internet connection
Can't see fields clearly
Possible causes:
• Zoom level too low
• Small screen size
• Poor document quality
Solution:
1. Use zoom controls to zoom in
2. Switch to a larger device if available
3. Adjust your screen brightness
4. Contact sender if document quality is poor
Page is unresponsive
Possible causes:
• Browser issue
• JavaScript disabled
• Too many browser tabs open
Solution:
1. Close other browser tabs
2. Refresh the page
3. Clear browser cache
4. Try a different browser
Next Steps
After reviewing the document:
1. If you agree - Proceed to fill in all required fields and sign
2. If you have questions - Contact the sender for clarification
3. If you disagree - Use the "Decline to Sign" button to refuse
4. If you need time - Close the page and return later using the same link
Once you've reviewed the document and understand what you're signing, you're ready to fill in the fields and complete your signature!
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Need help?
If you're having trouble reviewing your document, contact the person who sent it to you or reach out to our support team at support@signnxt.com
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