Signing documents via your portal is quick and easy! Return signed documents to your financial professional in a flash using your computer or mobile app, saving precious time and effort.
When a document is sent to you for signing, you will receive a push notification to your mobile app and an email to advise that there is a document for action.
Follow the link within the email notification to quickly access your portal and the signing area, or sign in to your portal via the mobile app or desktop.
To view the documents:
- Login to your portal using the link provided in the email and use your login credentials.
- Upon login you will notice your Task bell at the top right hand side of the page is showing a new notification.
The Tasks area in your dashboard will also display the signing request.
Click on the signing request from either of these places to get started.
- A Details page will open showing information about the documents that require your signature.
There are a few options you have within this page as listed below.
a) Show all: By clicking 'show all' as indicated in the image below , you will be shown a list of all documents that have been sent to you for signing.
You can click the file names to download a copy of the document/s prior to signing or by clicking 'Download.zip' you can download all files as a zip file.
b) Show note (available only when 'show all' has been selected): Allows you to add a note regarding the file by typing in the text field and pressing enter. This note will be visible to your financial professional.
When you are ready to sign the document/s, click 'Sign now'.
Your document will now open, ready for you to sign.
IMPORTANT NOTE: There are 2 different ways you can be requested to sign a document:
1. You are required to sign the document (by clicking to sign ,draw or Upload your signature)
2. You are required to complete mandatory fields (like text fields, or check boxes) and sign.
To sign the document/s
1. Click on the “Sign” box. You can easily add your signature by choosing a pre-set style, drawing it, or uploading your own signature.
OR2. Use your touchscreen or your mouse to sign.
OR
3. Upload your Signature.
Once confirmed, simply click “Adopt and Sign” to sign the document.a. Click on the Next icon on the right to navigate to other signing areas.
b. Once all signatures have been accepted, the system will prompt you to finish your signature request.c. Click Finish.
d. When the ‘Document has been signed’ message appears, click ‘Next’ to return to your portal homepage.
e. Your financial professional will receive an email that lets them know that you have signed the document.
To sign the document/s with mandatory fields
In addition to requesting a signature, there may be times where your financial professional requires more information from you, as indicated with a checkbox or a text field.
Mandatory fields must be completed. You will not be able to click “Finish” until all required fields are filled.
1. Depending on the requirement, click the checkbox/enter text.
2. Now that you have filled in the mandatory text/checkbox field, the document will let you proceed to 'Finish' as shown below.
3. When the ‘Document has been signed’ message appears, click ‘Next’ to return to your portal homepage.
4. Your financial professional will receive an email that lets them know that you have signed the document.