Editing and Signing Documents in the Modern QAction UI

Overview

The Modern UI transforms how you work with documents by allowing you to preview, edit, and sign documents directly within QAction.

No downloads, plugins, or external applications required.

This native experience enables you to complete document-related tasks faster and more securely, all within a single interface.

Why Use In-App Document Tools?

Working with documents in the QAction provides several advantages:

No downloads required – Access and work on documents instantly
No browser configuration needed – No plugins or extensions to install
Faster workflows – Move from review to action without leaving QAction
Improved security – Documents remain within the system
Centralized activity – All actions are tracked and versioned automatically

Preview a Document in QAction

When to use:

Reviewing content quickly
Checking details without downloading

How to do it:

Navigate to Documents or open a document from a task
Click the name of the file OR the Action Menu
Click Preview Document
The file opens in the preview viewer

What you can do:

Instantly open documents in a preview window or full-screen view
Review supported file types such as Word, Excel, PowerPoint, and PDF
Navigate through documents without downloading them

⚠️ Note:

Preview mode is read-only
To make changes, you must switch to edit mode (see below)

Edit and Redact Documents in QAction

You can edit and redact documents directly within QAction using the built-in editing tools.

How to edit a document

Open the document in preview
Click the Action menu
Select Edit Document
The document will open in edit mode

In edit mode, you can:

Modify document content
Update text or fields
Use the Redact tools to permanently remove sensitive information

Saving changes

Click File>Save to create a new version of the document
Version history is automatically maintained

⚠️ Note:

Editing is not available in preview mode
You must select Edit Document to make changes
Make sure you are in “Editing” mode to use Redact features

Signing PDFs in the Modern UI

QSign allows you to sign documents directly within QAction.

Use QSign when you:

Want a streamlined, in-system signing experience
Are part of a structured workflow
Don’t need advanced editing tools

Steps:

Click the Actions menu
Click Sign Document (if available)
Follow the prompts to apply your signature

Signing features

Place signatures anywhere in the document
Add signer details (e.g., name, title)
Support for multi-user workflows
Automatic audit trail including:
- Signer name
- Timestamp
- Document version

What happens after signing

Signature is embedded into the document
A new version is created
Activity is logged for compliance

⚠️ Note:
QSign availability depends on your organization’s configuration.

👉 Learn more about QSign:
https://support.qflow.com/qaction-qsign-electronic-signature-overview

Open Documents in a New Tab

When to use:

You need more screen space
The preview feels too small
You want better performance

How to do it:

Open in New Tab is usually in top right of dialog box

Click Open in New Tab from a drawer or dialog

⚠️ Common Issues and Solutions

❓ I can’t find how to edit or sign documents

Solution:
In the Modern UI, most actions are available directly inside QAction:

Click Actions → Edit Document to edit
Click Actions → Sign Document to sign with QSign

If needed, you can still:

Click Download to edit in Word or Adobe
Upload the updated version afterward

❓ I don’t see Word or Adobe options like before

Explanation:
The Modern UI no longer launches native applications directly.

Instead, you can:

Edit and sign directly in QAction using built-in tools
Or download the file to use Word or Adobe if preferred

❓ The preview won’t let me edit

Expected behavior:
Preview mode is read-only by design.

To make changes:

Select Actions → Edit Document to enter edit mode

❓ There are too many clicks to edit documents

Tips:

Use 🗔 Open in New Tab for a full-page workspace
Go directly to Actions → Edit Document instead of previewing first
Complete edits, redactions, and signing in one session to reduce steps

❓ Pop-ups or small windows are hard to work in

Solution:

Select 🗔 Open in New Tab for a full-screen experience
Use full-screen mode (⤢) within the viewer when available

➕ Frequently Asked Questions

How do I edit a document in the Modern UI?

Open the document and select:

Actions → Edit Document

Make your changes in edit mode and click 💾 Save.

Alternative: Download the file and edit in Word or Excel if needed.

How do I sign a PDF in the Modern QAction UI?

You can sign documents directly in QAction:

Select Actions → Sign Document
Place and apply your signature using QSign

Alternative: Download and sign using Adobe, then upload the updated file.

Should I use Adobe or QSign to sign documents?

Use QSign (recommended):
- Faster, fully in-system
- Built-in audit trail
Use Adobe (optional):
- Advanced editing or annotation needs

What is QSign in QAction?

QSign is QAction’s built-in electronic signature feature that allows you to sign documents directly in the QAction without downloading them.

Why can’t I edit documents directly in preview?

Preview is designed for viewing only.

To edit:

Select Actions → Edit Document

Why don’t I see the option to sign using QSign?

QSign availability depends on your organization’s configuration.

If you don’t see:

Actions → Sign Document

Contact your system administrator.

Can I still upload a document after editing or signing in Adobe?

Yes. You can:

Download the document
Edit or sign in Adobe
Upload the updated version back into QAction

How can I avoid working in small pop-ups or windows?

Use 🗔 Open in New Tab for a full-page experience
Use ⤢ Full Screen within the viewer

What is the fastest way to work with documents in QAction?

The fastest workflow is:

Use in-app tools to preview, edit, redact, and sign
Only download files when necessary