The sender and the document
Check who sent the request and whether you expected it. Review the document itself, including supporting pages. If anything is unfamiliar or unclear, clarify it with the sender before signing.
Your details and your entries
Check your name, initials, dates, and any information you entered. Make sure the signature displayed is the one you intend to use.
The complete agreement
Move through the entire document, not only the marked fields. Completing required fields does not replace understanding the document. Resolve any content questions through your usual review process.
The confirmation and the final copy
Confirm only when you are ready. After the request is fully signed and processed, retain the completed PDF with your relevant records.
Review first. Confirm deliberately. Keep the completed copy.
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