Return Docs
The Return Docs panel lets you review, annotate, sign, and send back generated documents to the original form respondents. It is the core tool for any workflow that requires document revision before delivery — such as graded tests, approved requests, or signed certificates.
Opening the panel
Select a project in the Projects Workflow panel, then click Review & Return in the Documents section of the right-side action menu.
Document list
The panel displays a table of all generated documents for the project, with a document count and a search bar at the top. Each row shows the respondent’s details and a checkbox for selection. Click on any document to open it in a new window, where you can review or edit its content before returning it.
Toolbar
The toolbar above the table provides the following actions: Search to filter the list, Refresh to reload, Open folder to access the project’s document folder in Drive, a shortcut to jump to the Responses panel, and Print. Two additional icons are available: the envelope icon to customise the email that will be sent to respondents along with the revised document, and the pen icon to add a handwritten-style calligraphic signature to the document (collected via a signing pad that appears at the bottom-right of the document view).
Adding notes
Click Add note at the bottom of a document to append a note before returning it. This is useful for including feedback, corrections, or instructions that the respondent will see in the final document.
Returning documents
Use the checkboxes to select one or more documents, then send them back to the respondents. You can also click on the recipient’s email address to change it before sending. Once a document has been returned, the row turns grey and a link appears in the Returned column, pointing to the file that was delivered.
Re-returning documents
If you need to send a document again — for example, after further corrections — click Make returnable at the bottom-right of the panel to unlock the greyed-out rows. The documents become selectable again and can be returned a second time.
💡 Tip: The Free plan includes 20 returns per month. If you need unlimited returns, upgrade to PRO. For more on the signature feature, see Sign Documents.