How to e-sign a form

You can review and e-sign documents either from your portal or right from the email link received from your firm. 

To review and sign a document from the portal, click Sign document from the Your to-do list section on either the Home page or the Docs page.

Or open the link right from the email (log in to the client portal may not be needed). Note that it expires in seven days after being sent.

After you open the document, follow these steps for signing:

1. If you receive the signature request for the first time, read the Electronic Signatures Disclosure, agree to use e-signatures, check the box, and click Continue.

2. To start signing the document, click Start at the top right.

3. Review the content, then click the fields to e-sign where requested. Enter your signature and initials just once; they will be reused for subsequent documents.

4. Click Next to highlight the next field. Note: You cannot sign a document until all fields are filled in.

5. Once all fields are filled in, click Finish. 

To review and sign a document with the status of Pending signature or Pending partially signed, follow these steps:

1. Navigate to the docs that need to be signed.

2. Click Continue.

3. Select the Begin signing button to highlight fields that need to be signed and tap the highlighted field.

4. If you have never signed documents before, enter your e-signature and initials once, and they will be used again going forward.

• Enable the Insert signature on all fields toggle if you want to add your signature to all fields and click Insert.

• Tap the Next field button to highlight the next field if the data won’t be added automatically (as for the date).

5. Once all fields are filled, tap Finish.