Mobile app: 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.
Covered here:
- E-Signing firm-prepared documents
- Editing your signature
- E-signature with knowledge-based authentication (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 Waiting for action section of your Documents page or the Documents section of your Home page.
2. Tap the document, then select the Begin signing button to highlight a field that needs to be signed.
3. Tap the highlighted field and enter your name, initials and date. Enter your e-signature and initials once, and they will be used again going forward.
4. Tap the Next field button to highlight the next field. Once all fields are filled, you’ll be able to tap Finish.
Note: You can’t e-sign your document until all fields are filled.
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.