You've opened up an Invite, and you're not quite sure how to sign off that Signature Required document? Easy! We'll show you how in this guide below!

In this guide:

  • Signing off a Signature Required Document

1. Follow the link you have received from one of the below methods

  • For SMS messages it will appear as a simple link in the SMS message that you can click
  • For Email messages you will see a Click to Get Started or View Invite button which you can click

2. Next you will arrive at your Client Portal where you'll be able to see the parts of an Invite, as illustrated below.

  • The logo and colour of the Invite you receive will most likely vary depending on your Sender

3. Select the Request to be signed 

  • This is identifiable once clicking on a Request and seeing a sign here button above the Save button.

4. Click the sign here button to open up the Signature panel

Note: there are 3 methods to signing a document, outlined below. 

Method 1: Draw your Signature - (Can be done on mobile with a touch screen, or using a mouse/trackpad on a Computer)

  • Draw your signature inside the provided area 
  • Enter your First and Last Name in the field below labelled *Signed by
  • Click the Sign button to submit the signature

Note: If at any time you need to reset your entered signature simply press the Reset button.

Method 2: Type your name and have a signature created - (Can edit this on the draw screen after)

  • Enter your First and Last Name
  • Select a Style from the options
  • Go to the Draw section to edit the default signature if desired.

Note: If at any time you need to reset your entered signature simply press the Reset button.

  • Enter your First and Last Name in the field below labelled *Signed by
  • Click the Sign button to submit your signature

Method 3: Upload a file of your signature - (Ensure dimensions are approximately 700px x 200px so the Signature is legible)

  • Click the Select Image button to browse your files and choose the file copy of your signature.
  • Enter your First and Last Name in the field below labelled *Signed by
  • Click the Sign button to submit your signature

❗ Note: Ensure you hit the Save button for the Request to ensure your signature isn't left unsaved!

🎉As simple as that! No need to print and re-scan documents. 🎉

😓 Signature problems? Hop into the chat bubble and we'll solve your woes. 😎

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