How to share a document with your customer?
  • 18 Jun 2021
  • 1 Minute to read
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How to share a document with your customer?

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Once you create your documents, you can send them to your stakeholders for their review and acceptance. Revv provides various options to send your documents to others for review, collaboration, acceptance, or approval. Your receivers will get an e-mail with a unique document link accessible on mobile and desktop.

What is the Send for Acceptance option and how does it help users?

You can use this feature as a soft alternate to eSignature. It is useful when you require only your stakeholders’ acceptance, not signature. Your choice of sending option should pertain to the type of consent you need from your clients or other stakeholders. Revv supports a powerful eSignature process on documents. However, the accept/reject feature is a flexible substitute to eSignature when you require affirmative consent from stakeholders who are not Revv users. The recipients of your documents need not be a Revv user. They can accept/reject documents without logging into the system.

To Send documents for acceptance:

  1. On the Documents page, click and select the document you want to send to others. The document is opened.
  2. On the Documents, click Send for acceptance.
  3. On the Recipient Details window, enter the details of your recipients.

  4. Click Send for acceptance.
  5. Change your document status. Select the status from the list.
  6. Click Done.

An acceptance email is sent to your reviewer/approver with a document link. They can just click on the link and accept/reject the document.


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