Complete your Workflow tasks
About this guide
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.
Open the invitation and start a task
Section titled “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.
Answer a question
Section titled “Answer a question”- Enter the requested answer within the character limit, or choose the answer options. Checkboxes allow several choices; round buttons allow one.
- Click Submit. Contact the sender if you need to correct an answer after submitting.
Submit a requested PDF
Section titled “Submit a requested PDF”- Select a PDF up to 25 MB with Choose PDF (Classic) or PDF file (Process).
- Click Submit and repeat for the remaining requirements. Classic’s Choose Another PDF replaces the selection before submission.
Take and submit a guided photo
Section titled “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.
- Click Start camera and allow browser camera access. Guided Photos requires a fresh capture.
- Frame the requested detail and click Take Photo. Use Retake if needed, then Submit Photo. Repeat for each requested view.
Sign the Workflow documents
Section titled “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. |
Finish a task that needs attention
Section titled “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. |