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.
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 and are happy with the document, click on the Start button which will take you to first area where your signature is required.
Click in the signature area and type in your signature. Once all signature areas have been completed, press Click to Sign.
Once signing is complete by all parties a copy of the signed document will be emailed to you. You can access the document at any time by logging in to the portal.