Aptly Sign allows you to request an internal review before a document is sent to recipients. This ensures accuracy, compliance, and gives your team a chance to make final edits or approvals.
Before You Begin
If you want your reviewer to complete specific fields (such as initials, approvals, or notes), you’ll need to add those fields to your template ahead of time.
Reviewer-specific fields are optional, but helpful for internal workflows.
Step 1: Create the Document
You can send an e-signature document from:
- The main Aptly Sign area
- Or directly from a board card (recommended)
Sending from a card allows you to:
- Keep documents tied to your workflow
- Trigger automations and follow-ups
- Maintain better organization
All documents are accessible from the Aptly Sign section in the navigation bar.
To get started:
- Open the card you want to send the document from.
- Create a new e-signature document.
- Select your template.
- Confirm or add recipients.
- Configure your document options:
- Title
- Expiration date
- Inbox
- Message (optional)
- Folder
- Review and confirm all signers and countersigners.
- Click Next to proceed to the final step.
Step 2: Request a Review
On the final Review & Send screen, you’ll see the option to Request Review.
- Click Request Review.
- Select a reviewer (internal user).
- Choose a review mode:
- Can Edit – Reviewer can modify any part of the document
- Approve Only – Reviewer can only approve or reject
- Add a message (this will appear in their notification).
- Click Send Request.
Once submitted:
- The document is sent to the reviewer.
- The send window will close.
- The document will remain in a Waiting for Review state until completed.
Step 3: Reviewer Experience
The assigned reviewer will receive an email notification:
“E-Signature Draft Review Requested”
They can open the document directly from the notification.
All documents waiting for review can be found in the Aptly Sign Dashboard.
Inside the Review Screen
The reviewer will go through the document in 4 steps:
1. Recipients
- Confirm all recipients and roles are correct
2. Document Options
- Review:
- Title
- Expiration date
- Sending inbox
- Message to recipients
- Folder location
3. Document Pages
- Review all pages of the document
- Complete any fields assigned to the reviewer (if applicable)
Step 4: Approve & Send
Once review is complete, the reviewer can:
- Click Approve to move forward
- Then select Send to deliver the document to all signers
If needed, the reviewer can:
- Go back and re-review sections
- Continue the review later
What Happens Next?
After the reviewer clicks Send:
- The document is automatically delivered to all recipients
- The signing process begins based on the configured signing order
- You can track progress from the Aptly Sign dashboard or board view
Best Practices
- Use Request Review for high-importance documents like PMAs or agreements
- Add reviewer-specific fields if approvals or internal inputs are required
- Double-check document title and recipients before requesting review
- Use Can Edit mode when collaboration is needed
Using the review feature in Aptly Sign helps ensure every document is accurate, approved, and ready before it reaches your recipients—saving time and preventing errors.