[Advisor] How to Sign Documents (HelloSign)
All documents that need your signature will appear under Document Vault > Signatures in your sidebar!
To sign and fill out any fields assigned to you on the document, go to Signatures, click the drop down button, and select Sign Document:
You will be taken to the document to complete all the necessary fields. You can click Get Started to be taken directly to your first assigned field, then Next Req'd to be taken to the next.
Once complete, click Continue and I Agree.
You're all set! Now your portion of the document has been signed. 🙌
❗️Does your client or their partner/spouse need help signing? Here's an article you can send to them that will help them through it!
If other signees still need to add their signature, the document will appear under Documents as "Opened." Once all signees finish signing, the document will update with the status of "Signed."
To see who has and hasn't signed a document, select View Details from its drop down menu:
Tip: Need to send an email reminder to any signee that hasn't finished signing the document? You can by selecting Send Reminder!