Review and sign a document

Open an invitation, complete required fields and consent, and download the completed PDF without an account.

Review and sign a document

Use this guide when you receive a document invitation. You do not need a Karmaflow.ai account.

Open your invitation

  1. Open the invitation email and select Open document.
  2. If asked for a code, request it and verify your email or phone before opening the PDF.
  3. Read the document. An invitation or link click does not sign it.

Keep the invitation private: it provides access to your assigned recipient session.

Fill in your fields

  1. Select Start to move to the first required field.
  2. Fill the highlighted fields. Next required field helps you move through the document, and the remaining count shows what is left.
  3. Type or draw your signature, check its preview, and select Accept signature.
  4. Check any other required initials, text, checkboxes or custom dates. Signing-date fields use the recorded submission date.
  5. Select Review and finish, accept the electronic-signing consent if you agree, then select Finish.

Review-only recipients approve without adding a signature. Their final action is Approve and finish. A recipient assigned to review and sign must complete the signing fields too.

Understand the result

Your response can be recorded while other people are still completing their steps. Document completed appears once finalization succeeds. A recorded signature does not need to be repeated if preparation or delivery of the completed file is retrying.

When the document is complete, use the completed-copy email or available download to keep the PDF, including its completion record.

Need a correction or want to decline?

Use the available request-changes or decline action and explain why. A change request pauses the active workflow. The sender prepares a revised version and sends fresh invitations for new approvals/signatures; an earlier link cannot act on the replacement.

If you are stuck

Problem What to try
Your code does not arrive Check the invitation's destination and email spam folder; request another code if available or contact the sender.
Finish is unavailable Follow the remaining required fields and complete the consent step.
The link is expired, recalled or replaced Ask the sender for the current invitation.
You finished but the document is not complete Other recipients or finalization may still be pending. Your recorded response is preserved.

Next steps

Learn what the completion record means and how to verify your downloaded PDF.