# 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](compliance.md).