How to e-sign documents in the Client Portal

When your service provider needs your electronic signature on a document — a service agreement, a contract, a consent form — they send it to you through the Client Portal as a signing request. You sign directly in the browser; no external tool or downloaded app is needed.

Quick answer

Signing requests appear at the top of your dashboard. Open one, review the document, click Sign, choose how to create your signature (type, draw, or upload), and click Adopt and sign. Your service provider is notified and receives a signed, tamper-evident document container.

Who can do this

Any Client Portal user whose service provider has sent them a signing request. eSignatures requires the Elite plan on your service provider’s side — if you do not see signing requests on your dashboard, your service provider may not have this feature enabled.

Finding signing requests

Signing requests appear in a dedicated Signing requests section at the top of your dashboard — above regular tasks — because they often have deadlines. If you have a signing request waiting, check it before other tasks.

Reviewing a signing request

1. Click the signing request on your dashboard to open it.
2. Under Signing documents, you see the document (or documents) to be signed. If a due date is set, it is shown here.
3. Review the list of all signers and their current status:

• Pending — has not yet opened the signing panel.
• Viewed — opened the document but has not yet signed.
• Signed — completed signing, with a timestamp.

Some documents require all parties to sign before the agreement is considered complete. You can track other signers’ progress in real time.

Signing the document

1. Click the Sign button.
2. Choose how to create your signature:

• Name letters — type your full name and a stylized cursive signature is generated for you instantly. This is the quickest option.
• Draw — use your mouse or finger (on a touchscreen) to draw your signature freehand on the canvas. Click Clear to start over.
• Upload — upload a PNG or JPEG image of your handwritten signature.

1. Read the legal acknowledgment: “By selecting Adopt and Sign, I agree that this mark will be the electronic representation of my signature.”
2. Click Adopt and sign to finalize.

Once you click Adopt and sign, your status changes to Signed with a timestamp visible to all parties. Your service provider is notified automatically.

After signing

The signed document remains accessible inside the signing request task. Your service provider can download a signed container file in ASiC-E format — a standards-compliant archive that bundles the original document together with all signatures, timestamps, and signing metadata, preserving long-term legal validity.

If the document is changed by your service provider after signing has started, all existing signatures are cleared and signers would need to sign again. You would be notified if this happens.

Troubleshooting

I cannot see the Sign button

The Sign button only appears if you are listed as a pending signer on that document. If you believe you should be a signer but the button is missing, contact your service provider — they may need to add you to the signer list.

I missed the signing deadline

Contact your service provider directly. They can extend the deadline or resend the signing request. You cannot extend the deadline yourself.

I signed by mistake or want to change my signature

Once you click Adopt and sign, the signature is recorded. Contact your service provider and explain the situation. They can remove the signing record on their side (which clears all signatures on the document) and resend the request for everyone to sign again.

The signing request disappeared from my dashboard

If all required parties have signed, the request may have been completed and moved. Check the Completed section on your dashboard. If it is not there, contact your service provider.