Key Steps
1. Receive the email
Open the email containing the document to be signed.
2. Click Sign Document
Find and click the Sign Document button in the email.
3. Agree to electronic signatures
Read the Electronic Record and Signature Disclosure.
Tick I agree to use Electronic Record and Signatures.
The Continue button appears once the box is ticked. Select it to go to the document.
The first thing you see: who sent the document, and the disclosure.
Continue appears once you tick the box.
4. Review the document
Scroll through the document to read its contents.
Download it first if you prefer (optional). Open the menu at the top right and choose Download documents to save or print a copy before you sign.
A bar at the bottom tracks your progress through the document; the menu at the top right holds everything else.
5. Signatures
Click a signature block in the document to verify and adopt your signature.
6. Adopt and Sign
Change your name or your signature style if you want to.
Click Adopt and Sign to apply it.
Your name and initials, in the style you pick.
7. Sign every block
Repeat for all the signature blocks in the document.
Next item takes you to the next thing that still needs you.
8. Finish
The Finish button sits at the top of the page throughout, but stays greyed out until everything required is done.
Once it becomes active, click Finish to submit the signed document.
If you were asked to approve rather than sign, the same button reads Approve.
The counter fills up, and the button turns green.
9. Confirmation
Once it is complete, you receive an email with a copy of the signed document.