# Complete your Workflow tasks

> Answer questions, upload PDFs, take photos, and sign documents.

Language: en-US. Product guide: https://agencymesh.com/help/workflow-participant-experience/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.09

Open the private link the business sent you. Click **Start** on an available task; Classic Workflows may show **Resume**. Keep the link private. These are the English labels; Spanish pages use translated labels.

<span id="participant-link-landing"></span>

<span id="participant-text-choice"></span>

## Answer a question

1. Type your answer within the shown limit, or choose an answer. Checkboxes allow several choices; round buttons allow one.
2. Click **Submit**. Ask the sender if you need to change an answer afterward.

<span id="participant-document-photo"></span>

<span id="participant-capture-photo"></span>

## Send a PDF or photo

1. For a PDF, use **Choose PDF** or **PDF file**. Select a PDF up to **25 MB**, then **Submit**. Repeat for each requested document.
2. For photos, click **Start camera** and allow camera access. Frame the requested view, then **Take Photo**.
3. Use **Retake** if needed, then **Submit Photo**. Repeat for each view.

Guided Photos needs a new camera photo. If the camera fails, open the link in your device’s browser, allow camera access, and close other camera apps.

<span id="participant-esign-completion"></span>

## Sign and finish

1. Use **View PDF** to read each document. In Classic, enter **Full name**, click **Start**, then tap each highlighted field. Text fields use **Save Text**.
2. In Process Workflows, fill your signer inputs below the PDF. Complete only your own fields.
3. Accept consent, then **Submit Signature**. Use **Back to Workflow** for remaining tasks.

**Submitted for review** means staff still need to review. **All tasks are complete** means your customer tasks are done.

<span id="participant-help-errors"></span>

## If you cannot continue

- **Changes requested**: follow the correction note and resubmit the requested item.
- **Waiting for Review** or locked task: earlier work or staff review must finish.
- Wrong request, expired link, or disabled link: contact the sender. Staff can find the record in [Workflows](https://app.agencymesh.app/workflows/).
- Unsure whether a submission worked? Reopen your link and look at that task before sending it again.

## Related guides

- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md)
- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md)
- [Add and review Workflow files](https://agencymesh.com/help/workflow-files-photos-and-esign.md)