Portal User Help Center

Signing documents - Adobe Sign

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 AdobeSign or AdobeSecureSign appear in the task column next to the document name. The options differ a little as follows.

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


AdobeSign


You will receive an email with a link to the document that requires your signature. 


Click on the link and the document will open on the screen.  Once you have read the document, click on the Start button which will take you to the first area where your signature is required, then navigate to any other fields that need to be completed.



Click in the signature area and type in your signature. Once all areas have been completed, press Click to Sign.






Once signing is complete by all parties a link to the signed document will be emailed to you. Click on the link to navigate to the Portal and login to access the signed document.


Expiry Date

Starting in October 2018, Adobe Sign has begun to expire agreements that are over 1 year old, and are still in the Waiting For Signature state.

Notifications will not be sent to participants of these agreements but they will be able to see them in their Manage page under the Cancelled/Declined list.

- Agreements that have completed or were cancelled or declined will not be impacted.

 

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