# Complete your Workflow tasks

> Use your private link to answer questions, submit PDFs, capture photos, and sign Workflow documents.

Language: en-US. Product guide: https://agencymesh.app/help/workflow-participant-experience/.

Last reviewed September 11, 2026 by AgencyMesh Product Support · Checked against release 2026.09

Open the private Workflow link from the business and complete the available tasks. These are the English button labels; Spanish invitations show translated labels.

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## Open the invitation and start a task

Check the name and request, then click **Start** on a task; Classic may show **Resume**. Contact the sender if the request is wrong or the link has expired. Keep your link private.

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## Answer a question

1. Enter the requested answer within the character limit, or choose the answer options. Checkboxes allow several choices; round buttons allow one.
2. Click **Submit**. Contact the sender if you need to correct an answer after submitting.

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## Submit a requested PDF

1. Select a PDF up to **25 MB** with **Choose PDF** (Classic) or **PDF file** (Process).
2. Click **Submit** and repeat for the remaining requirements. Classic’s **Choose Another PDF** replaces the selection before submission.

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## Take and submit a guided photo

If the camera will not open, use the device’s browser, allow site camera permission, and close other apps using the camera.

1. Click **Start camera** and allow browser camera access. Guided Photos requires a fresh capture.
2. Frame the requested detail and click **Take Photo**. Use **Retake** if needed, then **Submit Photo**. Repeat for each requested view.

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## Sign the Workflow documents

Use **Back to Workflow** to see remaining tasks. **Submitted for review** means staff review remains; **All tasks are complete** means your customer steps are finished. Complete only your own assigned fields.

| Item | Guidance |
| --- | --- |
| Classic | Use View PDF, enter Full name, then Start. Tap each highlighted field; Text fields use Save Text. Accept consent, then Submit Signature. |
| Process | Use View PDF for each document. Fill the signer inputs below it, accept consent, then Submit Signature. |

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## Finish a task that needs attention

| Item | Guidance |
| --- | --- |
| Waiting for Review / locked | Wait for staff review or preceding work; contact the sender if you need an update. |
| Changes requested | Read the correction note and resubmit the requested answer or file. |
| PDF rejected | Choose a PDF within the limit; renaming a file does not convert it. |
| Unclear result | Reopen your link and check the task before resubmitting. |
| Expired or disabled link | Ask the sender for a replacement; do not post the link publicly. |

## Related guides

- [Start and follow a Workflow](https://agencymesh.app/help/customer-workflows.md)
- [Process Workflows](https://agencymesh.app/help/process-workflows.md)
- [Work with Workflow files, photos, and E-sign tasks](https://agencymesh.app/help/workflow-files-photos-and-esign.md)