# Add and review Workflow files

> Prepare signing PDFs, request evidence, and download finished files.

Language: en-US. Product guide: https://agencymesh.com/help/workflow-files-photos-and-esign/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open the task in [Workflows](https://app.agencymesh.app/workflows/). General files and Process uploads allow **25 MB per file**; Classic E-Sign PDFs allow **90 MB combined**. Customers can follow [Complete your tasks](/help/workflow-participant-experience/).

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## Request and review files

1. In Classic, use **Add Photo** or **Add PDF** with a **Title** and **Description**. In Process **Task Library**, use **Titles** and **Instructions for each item**.
2. Turn on **Require agent approval before next step** when staff must accept the work. Photos require live camera capture; documents require PDFs.
3. Open the Classic submission or Process **Files > Download**. In **Review**, enter **Review note**, then **Approve & Continue** or **Request Changes**. Select the affected item when requesting a replacement.

Classic offers **Request this photo again** / **Request this document again**. Process files show **Staff only** or **Shared**; uploads are not always shared. For staff output, use **Open Task > Required files** and **Completion notes**, then **Complete Task**.

Classic **Comments > Internal / Customer visible > Add** controls who sees a comment. Imported signing records allow only **Staff Notes > Add**.

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## Prepare signing PDFs

1. Classic: use **PDFs to sign > Upload PDFs > Fields**. Process: use **Set Up > Upload PDFs** or **Replace PDFs**, then **Save Setup > Add Fields**.
2. In **Field Tools**, choose **Field type** and **Assignee**. Click **Place Field**, then the PDF. Use **Undo** or **Remove field** to correct a box.
3. Use **Save & Next Document** for each PDF, then **Save Fields** on the last. Recheck fields after replacing PDFs.

For Classic Agent fields, enter **Agent/default value** before placement; a blank Agent Date uses today. Each Classic PDF also needs a Customer field. Process staff fill their own fields in **Open Task**, accept consent, then **Sign & Continue**.

> **Saving may send invitations:** Classic **Save & Send** sends when offered. In a started Process Workflow, finishing setup or fields can release work and send invitations. Make sure the PDFs, assignees, and recipients are right before saving.

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## Download completed files

1. Classic signing: choose **Original**, **Signed PDF**, or **Certificate**. Use **Retry Certificate** if offered. Photos use **Download**; documents use **Download PDF**.
2. Process signing: open **Tasks**, find **Signer progress**, then **Signed PDF**. Use **Create Signed PDF** when offered. Other files are under **Files > Download**.

If a signed PDF is missing, look for unfinished signers or required review. A task status alone is not a signed file.

## Related guides

- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md)
- [Complete your Workflow tasks](https://agencymesh.com/help/workflow-participant-experience.md)
- [Send an E-Sign request](https://agencymesh.com/help/e-signatures.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)