Mobile: How to e-sign documents

Electronic signatures, recognized by law in many countries (including the US, Canada, and Europe) since the early 2000s, are as valid as traditional paper signatures. No need to visit your accountant's office or send documents via mail—simply sign any document directly on your client portal. In this article, we will explain how.

Attention! QES signatures are not available in the mobile app. Please use the web portal.

Covered here:

• E-Signing firm-prepared documents
• Declining to sign
• Editing your signature
• E-signature with knowledge-based authentication (KBA)
• Handling SSN verification error for KBA

E-signing firm-prepared documents

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

1. Go to the Documents page.

2. In the Waiting for action section, tap the document.

3. Turn on the toggle to agree with the electronic signature disclosure and click Continue.

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

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

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

7. Tap the Next field button to highlight the next field.

Note:  In order to complete e-signing the document, all fields should be filled.

8. Once all fields are filled, tap Finish.

Declining to sign

You can also decline to e-sign by tapping the Decline to sign button and selecting Yes, decline. Get in touch with your firm contact to discuss alternatives for signing your documents.

Editing your signature

When you sign a document for the first time, you'll need to enter your name and write the signature. Once it's saved, all you’ll have to do going forward is tap inside the e-signature field to sign.

If you want to edit your initials or signature, tap on it, make your changes, then press Insert.

Toggle Insert signature on all fields to replace all other signatures.