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Review Forms

If you have been assigned as a reviewer on a form, you need to sign and submit the form to close it.

Note:

When a role or company is assigned as a reviewer, multiple members can review a form. However, only one signature is needed.

To review a form:

  1. In the Forms tool, click to open a form in the In Review status.

  2. Review the responses on the form and leave any comments as desired.

    Note: For PDF forms, you'll be able to review the PDF form on one page. For other forms, use the left menu to navigate through the different sections of the form.
  3. At the top, click Send back to editors or Sign and submit.

    • Send back to editors: This will send the form back for revision. The form will return to the In Progress status. You will not be able to see it again until the editors resubmit.

      1. Click Send back to editors.
      2. Click Confirm.
    • Sign and submit: You have reviewed this form and are ready to close it.

      1. Click Sign and submit.
      2. Draw your signature in the field.
      3. Click Submit.

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