Complete your Workflow tasks

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.

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.

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.

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.

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.
• Unsure whether a submission worked? Reopen your link and look at that task before sending it again.

Related guides

• Start a Workflow
• Create and manage Workflows
• Add and review Workflow files