Sign on Screen

1. Open the desired finalised form

2. Click Signing in the top toolbar

   

3. Click Start Sign-on Screen

   

4. Select the desired signee to start the process and then click Start

   

5. To proceed with the Electronic Signing process, the signee will need to acknowledge the consents and terms and conditions by selecting I agree from the dialog.

   

warning

If your client does not agree to the Electronic Signing consents, they will need to click I Disagree and Cancel the process, and you are obligated to print out the document and get it physically signed with ink.

6. Click Start

You will be directed to each signing position which is identified by a yellow box (for initials) and a yellow rectangle (for signatures)

7. Click on the yellow indicator

8. A popup will appear for the user to provide their signature/intial

   

9. Use your mouse, stylus or finger to complete the signature/initial

10. Click Save

11. The dialog in the banner on the top of the screen will identify where in the electronic signing process you are

12. Click Next

13. When the process is complete and if the signee is happy with their signature click the Complete button in the top right-hand corner of the screen, otherwise, click Cancel to remove all of the current signee's signatures and initials from the form.

14. Repeat for additional signees