To sign documents received by email. 

Please Note: documents can be signed only using a web version. Not supported on smartphones.

Help/Guide

Navigation: Email

Once an accountant sent a request to sign essential documents, a user is able to perform a signing process directly from email inbox by clicking the “Review & Sign” button.

 

Once it has been done, a user will be redirected to a portal to perform a signing process. It could be done by double clicking to the relevant “Signature” area and adding user’s signature. Once performed, a user is able to finalise a process by agreeing to the “Terms of Service” and clicking to the “Approve and Send” button.


Once approved and sent, a user will be notified with the disclaimer “Signed Successfully!”. 


To sign another document, a user should click the “Review & Sign” button on the same email and repeat the signing process for the selected document. 


Once performed, a user is able to finalise a process by agreeing to the “Terms of Service” and clicking to the “Approve and Send” button.


Once approved and sent, a user will be notified with the disclaimer “Signed Successfully!”. 


At the end of the process, a user and a client will be notified about the result of the signing process via email.