There are several ways you can access documents on your mobile device. The sender can send a document via a public link, via email, or you can access documents from your account.

Once you get an email, open it and review the message to see who has sent you a document and from what Workspace. Then, tap Fill out Document to open it in the document editor.

If someone has sent you a document via a public link, tap the link to open the document.

Before the document opens, you will be asked to consent to the Electronic Record and Signature Disclosure and Agreement to do Business Electronically.

Once you tap I consent, the document will open in the editor.

You can also access documents sent to you for completion directly from your account.

To do so, open WorkFlow from the web and find your Workspace. Then, check the Incoming slates on the dashboard.

Alternatively, you can select the Incoming section on the sidebar.

Here you can see the documents sent to you for completion.

With the airSlate mobile web version, you can fill out and sign documents and forms as well as check their progress on the go, using your mobile device.

To start completing a document, tap Start.

The cursor will automatically move to the first required field. For greater convenience, this field will be highlighted.

Note: Depending on the type of document, required fields have a different appearance.

In PDFs, required fields are marked with a red triangle.

In web forms, required fields are marked with an asterisk.

Optional fields don’t have any additional marks on them, and you can skip these fields if you want to.

When completing a document on your mobile device, there are two ways you can switch between the fields (depending on their type).

To navigate between text and number fields, use the up and down arrows on your keyboard.

Then, enter the text or number that is required.

If your document contains dropdown fields, checkboxes, or radio buttons, the keyboard will be hidden, and the Next and back arrow buttons will be active.

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When filling out the dropdown field, scroll to select the option you need. Then, tap the Next or back arrow button.

To fill out the radio buttons field, tick the option you need. Then, tap the Next or back arrow button.

In the same way, to complete a check box, put a checkmark next to the option you need, then tap Next.

The Next and back arrow buttons will also be activated when navigating to the date field. To fill out the date field, scroll to select the month, date, and year.

Note: The current date is set as the default value, so you can add it in a tap.

If you need to remove the date in a web form, tap the cross icon in the date field.

To delete the date in a PDF document, use the broom icon.

If you need to go back to the current date, tap the calendar icon on the toolbar.

The Next and back arrow buttons will appear when navigating to the signature and initials fields.

To sign a document, tap on the signature field or tap the Add Signature button at the bottom of the screen.

Note: If you have set a default signature, it will be added when you tap the signature field.

If there is no saved signature, you will be prompted to create one. You can type, draw, or upload a picture of your signature from your mobile device. Then, tap Add.

Once added, your signature will be used by default.

Note: If there is only one signature in the gallery, it will be used by default automatically.

If there are several signatures in your gallery, you can set any of them as default. To do so, tap the ellipses button on the selected signature and choose the Set as default option from the menu.

Adding initials is similar to adding a signature.

In a web form, tap the Initials field or the Add Initials button.

Note: If you have set default initials, they will be added the moment you tap the initials field.

To add initials in a PDF document, tap the Initials field or Add initials button.

Just like a signature, you can make any initials default. To do so, tap the ellipses button on the selected initials and choose the Set as default option from the menu.

Note: If there is only one initials in the gallery, they will be used as default automatically.

To clear initials, tap the broom icon in the toolbar.

Once you start filling out document fields, you will see the progress bar at the top of the screen that shows the total number of document fields and the number of fields you've completed.

Once all required fields have been filled out, the Review fields button will be activated. Tap it to see a list of all fields in the document.

If you'd like, you can switch the toggle on or off to only display the required fields.

If you've received several documents to complete, you can easily navigate between them by tapping the menu icon.

You'll see the documents sent to you for completion.

When you've completed the first document, you can switch to the next one by tapping the Next document button.

If you received documents via email, the Other Actions icon at the bottom of the screen will be available. Tap it to see what else you can do to your documents.

If you have completed every document sent to you, tap Complete.

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