Tutorials
Appraiser · walkthrough
Review, sign and confirm delivery
Keep approval, finalization and recipient acceptance distinct.
Updated 4 steps
On this page
Before you start
- A completed draft and your signature setup
- An authorized recipient and an available delivery method
The complete walkthrough
Step 1: Review the report and checks
Read the report, resolve required checks and review the PDF page by page. Inspect photographs, sketch labels, narrative overflow and certification areas.
Check
The complete PDF is readable and agrees with the draft you approved.Step 2: Finalize the intended version
Confirm your signature and any required supervisor approval. Sign only after completing your professional review.
Check
The final artifact contains the intended signature and correct report version.Step 3: Choose the delivery method
Use the available configured channel or download the final files for the recipient’s required manual submission process. Confirm destination and file requirements first.
Check
An unavailable integration is not treated as a completed submission. A download by itself is not recipient delivery.Step 4: Check receipt and revisions
Read the delivery result and confirm recipient acknowledgment. Handle requested revisions as a new review cycle and recheck the final version before resubmission.
Check
Keep the actual response or receipt. Queued and submitted statuses do not establish acceptance.
Before you move on
- PDF visually inspected
- Signature checked
- Destination confirmed
- Receipt retained