Reviewer Flow - Cross-check documents before execution

It is good to have an extra pair of eyes review a document before it is executed. It ensures that the details in the document are error-free and reduces the risk of the signer declining to sign due to incorrect information.

That’s why we built the Leegality Reviewer Flow - an easy and efficient way to review your documents within your eSigning journey. 

With Leegality for Reviewers, add multiple reviewers to approve or reject your document in the eSigning journey. 

Leegality offers 2 ways to set up a reviewer in your document execution flows:

  1. Reviewer with OTP - As the reviewer can be an internal or external stakeholder - like your customer, or the head of your department - they had to get an OTP-based verification before they reviewed the document and made suggestions.
  2. OTP-less Reviewer - Built for internal stakeholders reviewing several documents a day - this flow removes the hassle of waiting for OTPs, copying them from a device or screen, and related friction.

Within the same journey, you can set a different review flow for each reviewer - depending on their role, the criticality of the document, and your internal processes.

You can also set up a reviewer for NeSL flows with Leegality. The reviewer will be able to check the document - and the information on the NeSL form - before it is executed.

How Leegality Reviewer Flow Works

From the Settings, your Admin will be able to “Enable Reviewer role for your organisation”

This will enable the OTP-based reviewer journey.

“Disable OTP Authentication for Reviewer” for OTP-less reviewer journeys for your organisation.

From the Settings, your Admin will be able to “Enable Reviewer role for your organisation”

This will enable the OTP-based reviewer journey.

“Disable OTP Authentication for Reviewer” for OTP-less reviewer journeys for your organisation.

As a sender, you will be able to add reviewers as Invitees in the eSigning journey.

Once the OTP-less flow is enabled, they will be able to toggle off “Require OTP to Approve/Reject” in the signing journey.

You can also choose to “Record Reviewer’s response in the Audit trail generated after document completion”.

As a sender, you will be able to add reviewers as Invitees in the eSigning journey.

Once the OTP-less flow is enabled, they will be able to toggle off “Require OTP to Approve/Reject” in the signing journey.

You can also choose to “Record Reviewer’s response in the Audit trail generated after document completion”.

The reviewer will be able to preview the document and approve or reject it.

For OTP-based flows, they will be required to share the OTP before marking their review.

The reviewer can share a note with the sender when they reject a document. The sender can accept this note or send the document without making any changes.

The reviewer will be able to preview the document and approve or reject it.

For OTP-based flows, they will be required to share the OTP before marking their review.

The reviewer can share a note with the sender when they reject a document. The sender can accept this note or send the document without making any changes.

Here is a quick peek into the actual product.

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

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From the Settings, your Admin will be able to “Enable Reviewer role for your organisation”

This will enable the OTP-based reviewer journey.

“Disable OTP Authentication for Reviewer” for OTP-less reviewer journeys for your organisation.

Step
2
/
3

As a sender, you will be able to add reviewers as Invitees in the eSigning journey.

Once the OTP-less flow is enabled, they will be able to toggle off “Require OTP to Approve/Reject” in the signing journey.

You can also choose to “Record Reviewer’s response in the Audit trail generated after document completion”.

Step
3
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3

The reviewer will be able to preview the document and approve or reject it.

For OTP-based flows, they will be required to share the OTP before marking their review.

The reviewer can share a note with the sender when they reject a document. The sender can accept this note or send the document without making any changes.

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Next step

Benefits of Leegality Reviewer Flow

  • Get your documents reviewed by multiple stakeholders within the eSigning flow
  • Send error-free documents for eSigning
  • Eliminate the need for multiple resends due to error correction
  • Improved TAT for internal document reviewers with OTP-less reviews
  • Ensure error-free NeSL forms are submitted to the NeSL IU

Benefits of Leegality Reviewer Flow

  • Get your documents reviewed by multiple stakeholders within the eSigning flow
  • Send error-free documents for eSigning
  • Eliminate the need for multiple resends due to error correction
  • Improved TAT for internal document reviewers with OTP-less reviews
  • Ensure error-free NeSL forms are submitted to the NeSL IU

Benefits of Leegality Reviewer Flow

  • Get your documents reviewed by multiple stakeholders within the eSigning flow
  • Send error-free documents for eSigning
  • Eliminate the need for multiple resends due to error correction
  • Improved TAT for internal document reviewers with OTP-less reviews
  • Ensure error-free NeSL forms are submitted to the NeSL IU
How to get started with
Reviewer Flow
More on
Reviewer Flow
Reviewer Flow - Flashcard