> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Review onboarding approvals and sign documents

> Review a requested decision, add notes, approve or reject it, and submit a drawn signature.

Your IT provider can request an approval or a signature in your [onboarding portal](/user-guides/client-onboarding/open-your-onboarding). These are separate actions: an approval records a decision; a signature task asks you to review content and draw your signature.

<Note>
  For Company contacts who can access the assigned item. Provider-owned approvals are handled by the provider. These instructions concern onboarding requests, not the separate [Notifications approval queue](/user-guides/notifications/review-approvals).
</Note>

## Approve or reject a request

<Steps>
  <Step title="Open the approval item">
    Find the pending item in your onboarding workspace and read its summary and description. Already decided items display their status instead of decision buttons.
  </Step>

  <Step title="Review the supporting document">
    If the request includes a document, review it in the document area. If it reports **Unable to load document**, ask your provider to resolve that before you make a decision that depends on it.
  </Step>

  <Step title="Add any explanation">
    Select **Add notes (optional)** and enter the context you want to submit with your decision. Typing notes alone does not send them.
  </Step>

  <Step title="Submit your decision">
    Select **Approve** or **Reject**. This submits the decision directly; there is no second confirmation. Wait for **Approved** or **Rejected** and the decision date.
  </Step>
</Steps>

The completed item does not offer an undo or change-decision button. Contact your provider if you selected the wrong decision or the request needs to change.

## Sign a document

1. Open the signature task and read the document and any additional notes. Some tasks display text to sign rather than an attached PDF.
2. Draw your signature in the signature pad.
3. Use **Clear** to redraw it before submission, if needed.
4. Select **I agree and sign** to submit. The button requires a drawn signature.
5. Wait for **Signature submitted**. When the saved signature details are available, the task displays the signature and signer information.

<Note>
  Drawing a signature does not submit it. **I agree and sign** is the submission action. Afterward, there is no Company-side edit or replacement control for that signature.
</Note>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I approve an onboarding request without signing it?">
    An approval and a signature are separate item types. Use the action requested on the item; approving one item does not sign a separate document task.
  </Accordion>

  <Accordion title="Does Approve open a confirmation first?">
    No. In an onboarding approval item, **Approve** and **Reject** submit directly, including any optional notes you entered.
  </Accordion>

  <Accordion title="Are approval notes saved automatically?">
    No. They are included when you submit the decision. Leaving the item before deciding does not submit those notes.
  </Accordion>

  <Accordion title="Can I change my decision or signature?">
    The Company view has no undo decision or edit submitted signature control. Ask your provider to arrange a corrected request.
  </Accordion>

  <Accordion title="Why is the signing button disabled?">
    Draw a signature first. Also check whether the task is blocked, already signed, or in a workspace that is no longer writable.
  </Accordion>

  <Accordion title="What if the supporting document will not load?">
    Reopen the item and check your access. If it still fails, contact your provider with the item name and displayed error. Do not infer the document's content from its filename.
  </Accordion>

  <Accordion title="Does approval finish the entire onboarding?">
    No. It completes that decision. Other tasks, documents, approvals, and provider work can still be outstanding.
  </Accordion>
</AccordionGroup>

## Related guides

* [Complete tasks and forms](/user-guides/client-onboarding/complete-tasks-and-forms)
* [Upload onboarding documents and secure files](/user-guides/client-onboarding/upload-files)