Completing Signature Requests

🔎 Locating a Signature Request

Inside of a Project a signature request will typically look like the Task below, with [E-Signature Request] as a tag.

1. Click View & Sign to open up the signature request and follow the steps below.
2. You can Snooze the request for up to one week without reminders.
3. You can leave a Comment on the signature request to notify the firm if changes need to be made or if you have questions.

✒️ Completing Signature

🔏 Authentication

One Time PIN (OTP)

If the firm has set up OTP authentication, you'll be asked to select a code delivery method and then enter the code.

After sending the code, the page waits for you to authenticate.

1. After receiving the code, enter it in the Verification Code field.
2. Click Verify to complete the process!

Knowledge-Based Authentication (KBA)

When asked to complete the KBA, you're first asked to confirm your Date of Birth in mm/dd/yyyy format (i.e., 02/22/1987).

Once this information is entered, you are brought to our disclosure page regarding our identity verification. Our current partner for identity verification is Authenticate.com.

Check the box to agree to the process, then select the Captcha to complete the robot check to proceed to the KBA process!

Before the questions are generated we need to verify your data. Please enter the information in each box with an asterisk (*) to continue.

Once this is completed, you will see the Knowledge Authentication Quiz. Click here to begin the KBA authentication.

Once the Identity Check begins, you have a timed period to complete the questions. Each question should include four options and a NONE OF THE ABOVE option. Select each option that applies to you and move to the next question. Once finished, click the green button to complete the quiz.

Once completed, we'll display whether the check succeeded. If it did, click Continue to be taken to the signature document!

🖊️ Signing

We're now at the fun part! Now we get to put your signature on all the relevant places on the document.

1. Select Click to Start to be brought to the first signature spot for quick signature processing.
2. If you wish to review the document, look for yellow fields with your initials. You can click on these in order to fill the fields.
3. If you wish to download a copy of the unsigned document, click the 📄PDF button.

⌨️ Typing the Signature

We have three methods of signature. Type, Draw, and Upload. We'll cover all three in the next parts below.

For Type, we will pre-populate your name as it was provided to us by the firm.

1. Type is opened by default but you can click here to return to it.

2. You can edit the name in the text box prior to adding the signature.

3. Select the font style you'd like to use from our available options

4. Click Save to add it to the document!

✏️ Draw Your Signature

Using your mouse (or finger on touchscreen devices), you can draw your signature to add to the document!

1. Select Draw to open this option.
2. Draw the signature in this field.

3. You can change the signature color or use our color picker to find a specific color you prefer!

4. Click Save to complete your masterpiece!

🔼 Upload your Signature

This option is available if you have a signature image that you'd like to use!

1. Click the Upload option to open the settings.
2. Select Click to Upload Your Signature to open a browse dialogue. You can locate and then upload the signature file.

Once uploaded, you can adjust the signature to your specifications!

1. Click and drag to move the signature to the right focus.
2. You can zoom the image back and forth so it fills the correct amount of space.
3. If the signature isn't rotated correctly, you can move it until it's correct.
4. If the image is incorrect or you want to start over, click Clear.
5. If the signature looks correct, click Save!

Once you've completed all the signature locations, click Agree & Finish to complete the document!

🔽 Downloading Documents

Once all signers have completed the document, you can locate the signed document by clicking the Firm Review or Approved tabs at the top, then locating the signature task and clicking the file to download!