Client Portal Help Centre

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Docs

eSignatures

  • How do I sign a document?
  • Where can I find my signed documents?
  • How does eSignatures work?

Document Storage

  • How do I lock a document?
  • How do I unlock a document?
  • Document Locking/Unlocking Information
  • How do I view documents stored in my portal?
  • How do I move my documents from and to different folders / files?
  • How do I add/edit/delete a custom folder for documents?
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