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Add and review Workflow files

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About this guide

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

Open the task in 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.

Request and review files

Section titled “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.

Prepare signing PDFs

Section titled “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.

Download completed files

Section titled “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.

Section titled “Related guides”