The portal enables the electronic signing of documents, either for a single person or for multiple signatories. 


If your accountant has uploaded a document for you to sign, you will see the words ClickToSign or SecureSign appear in the task column next to the document name. The options differ a little as follows.

  • Click to Sign - this option means that you sign and accept the whole document in one place, there are no signatures throughout the document
  • SecureSign - with this option you add your signature and, optionally, date and text fields throughout the document in the desired location. 


ClickToSign


You can access the document either by logging in to the portal or by accessing the link in the email and then logging in to the portal.


Once you have logged in to the portal, select the document and click on the "Sign" tab.



Enter the PIN code which was sent in the email.
 

Pin Code



The document will then open on the screen.  Once you have read and are happy with the document, click on the Confirm Signature button.



You will be presented with a box containing pre-filled information such as your name and email address.



Click on "Continue" and you will be asked to confirm, select Yes.



Once the document has been signed, an additional page is added to the document.  This page contains the signature details.