Review-only envelopes: when you need an acknowledgement, not a signature.
Plenty of documents do not need signing at all. A new health and safety procedure, an updated staff handbook, a rent review notice or a privacy statement for clients only needs the reader to confirm they have received it. A review-only envelope does exactly that.
How it differs from signing
When you send for review only, you skip placing fields. The recipient opens the document, reads it, ticks to confirm they have received and reviewed it, and acknowledges receipt. There is no signature box and nothing to draw.
This keeps things honest for the reader. Nobody who opens a handbook update is told they are signing a contract, and nobody can later claim they were asked to sign something they were only meant to read.
Because there is no signature, the wording follows suit. The emails talk about reviewing a document, and the completion certificate records acknowledgements, not signatures.
Good uses for it
- Staff policies and procedures, each time one changes.
- Health and safety inductions for contractors arriving on site.
- Notices to tenants or customers that you want a record of delivering.
- Board papers that directors should read before a meeting.
- Changes to your standard terms sent to existing clients.
Seeing who has read it
The envelope's status shows who has opened the document and who has acknowledged it, and the audit trail records each view with the time and IP address. For a policy sent to a whole team, that turns the old question of who actually read it into a list you can act on.
Use reminders to nudge the people who have not yet acknowledged, either by hand or automatically.
Review-only or an approver?
An approver is part of a signing envelope and holds it until they approve. Review-only is a whole envelope with nobody signing. If a manager has to agree before a contract goes out, use an approver. If people simply need to confirm they have the document, use review-only.
Setting it up as a template
For a policy that changes, send the new version as a fresh envelope rather than reusing an old one. Each version then has its own list of who acknowledged it and when, which is far clearer than one envelope carrying several drafts.
If you send the same induction pack to every new contractor, save it as a template. Each time, you add the recipient and send, and their acknowledgement joins the record for that pack.
Common questions
- Does the recipient sign anything?
- No. They confirm they have received and reviewed the document. Nothing is signed.
- Can I send a review-only envelope to many people?
- Add each person as a recipient on the envelope, and each one acknowledges separately.
- Will I know who has not acknowledged yet?
- Yes. The envelope status lists who has acknowledged and who is still outstanding, and reminders can follow up for you.
- What if they disagree with the document?
- They can decline and give a reason instead of acknowledging it.