Use the PDF Viewer, Drawing, and Signature Tools
Open the viewer in the correct context
From Applications → Workflow → My Tasks, open the task and select Open task action. In Workflow Task Manager, select Open PDF Viewer with Signature Tools. This opens /pdf-viewer-simple?... with the workflow and task context needed for actions and version handling.
Opening the same route without task context can show a read-only document and a message directing you back to Workflow Task Manager.
Review the document
Use page navigation and zoom to inspect every relevant page. Depending on the browser and document, View in Browser or Open can open the original file. Version information identifies the document version being reviewed.
The surrounding task panels can include:
- Task Details for the assignment and instructions;
- required documents or attachments;
- Previous Comments for the conversation between task levels;
- Workflow Data for values carried by the workflow; and
- Task Actions for the outcome you are allowed to submit.
Add annotations or a visual signature
When enabled, use the PDF annotation toolbar to add text or freehand ink/drawing. The signature tool places a visible signature on the chosen page; position it carefully before saving. Review every added mark at normal zoom so it does not cover important content.
These tools add visible annotations to the PDF. They are not, by themselves, proof of a certificate-backed digital signature.
Upload or save a new version
Upload New Version appears only when the task allows document replacement. Choose the correct replacement file and verify its name and version status before continuing. Saved annotations or a submitted marked-up document can be stored as a new version so earlier versions remain available in document history.
Complete Task Actions
- Read the task instructions and previous comments.
- Review the PDF and add only the marks required by the task.
- Choose the configured action under Task Actions.
- Complete any required comment or document field.
- Review the confirmation, then submit once.
After submission, return to My Tasks or the workflow detail page to confirm the task no longer requires your action.
Troubleshooting
The annotation or signature tools are missing. Open the PDF from Workflow Task Manager and confirm the task permits editing. A read-only or completed task will not expose the same controls.
Upload New Version is missing. The current task does not allow document replacement. Do not delete the existing file to work around this restriction.
The action cannot be submitted. Check for a required comment, required upload, or confirmation that has not been completed.