Professional review & signature
Review answers, request corrections and complete the professional’s section when required.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Open a form signed by the client.
- Review answers and complete the specialist-only fields.
- If changes are needed, return it with a reason so the client can correct and sign again.
- When ready, complete the professional signature and view the PDF when available.
Usage details
The client signs first. Returning a form requires a new signature. Professionals complete their section rather than freely rewriting client answers. The PDF may be delayed or fail even when a signature is saved.