Settings & Administration · Detailed task guide

Review Signatures, Final PDFs, and Document Revisions

Document Center gathers generated documents, signer progress, completion, final PDFs, delivery, revision history, and audit status.

Before you beginOpen Administration → Signatures. Confirm the document and source record before signing or completing anything.

Step-by-step instructions

Choose Needs attention, Draft, Completed, or All documents. Search the document title or template to locate the correct record.
Open the document and review its linked animal, person, case, or workflow, content, template snapshot, and revision.
Review every required signer slot. Use the supported in-person or remote signing process for the actual signer and authority; do not use a staff signature as another person’s signature.
Complete required fields and signatures. Required signing blocks finalization until the configured slots are satisfied.
Finalize through the displayed completion controls when authorized, then review the final PDF and its status.
Use download, delivery, integrity, and history controls as available. Review the intended recipient before sending a document.
For a material correction, use the document’s available revision/correction workflow. Keep prior versions and audit information rather than editing a signed final PDF outside the record process.

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

My Signature manages a staff signature. It does not remove the need to review the document or fulfill other signer roles.

What you see	What to check
Finalization is locked	Review required fields, signer slots, and document status.
An old generated document differs from the updated template	That is expected snapshot behavior; use an appropriate revision process.