Use eSignatures to send documents securely to clients for signing through the portal. This removes the need to print, scan and email sensitive documents, helping you complete signing requests faster and more efficiently.
myprosperity includes Docusign as its preferred eSignature provider. Practices with an alternative eSignature solution can continue to use their existing integration.
Updated 11th August 2026
Before you begin
- At least one document must be selected for signing.
- Documents for signing must be non-editable PDF files.
- Individual PDF files cannot exceed 16 MB.
- Total package size cannot exceed 50 MB.
- Supporting documents can be uploaded in: CSV, DOC, DOCX, GIF, JPEG, JPG, PDF, PNG, PPT, XLS, XLSX and ZIP formats.
Important: eSignature recipients must have both a first name and last name recorded in the portal.
Request an eSignature
1. From your Partner Portal, navigate to Documents > eSignatures > Request eSignature.
2. From the search popup, enter the name of the client and select them from the dropdown list.
3. From the eSignature area, confirm the Relates to workspace.
Note: By default, the workspace is set to the client or entity selected in the previous step.
Review the recipients
1. Review the recipients:
- Individual clients: recipients are added automatically.
- Entities: you must select at least one recipient.
- To add additional recipients, select + Add recipient.
Recipient options
| Option | Description |
| Add a new recipient | Add an external signer by entering their first name, last name and email address. New recipients are added as guests and can only access the document for signing. |
| Add a team member | Select an existing team member or entity connection already recorded in the portal. |
| Add a recipient with shared email | Send documents to an email address that is already used by another portal contact. This is useful for clients who share an email address. |
Important: eSignature recipients must have both a first name and last name recorded in the portal. If a client only has a first name, update their details in the Team section before sending the request.
2. (Optional) Remove a recipient by selecting the rubbish bin icon next to their name.
3. (Optional) Turn on the Signing Order toggle if recipients must sign in a specific sequence.
Once enabled, select the appropriate order for the signer using the drop-down numbers.
Upload and manage documents for signing
1. Upload the documents for signing:
- Select Browse computer to upload document stored on your device.
- Select Browse portal to upload documents already existing in your portal
- Or drag and drop files into the upload area.
Important:
- Only PDF files can be signed electronically.
- At least one document must be marked for signing by ticking the eSignature checkbox.
- Uploaded signing packages are locked by default and cannot be deleted by clients.
2. (Optional) To delete a document, select the rubbish bin icon on the right of the file name.
3. By default, Docusign is selected as the eSignature provider.
4. (Optional) Update the package details to inform recipients:
- Rename the package if required.
- Edit the message that recipients will see before reviewing the documents.
- Set or update the package expiry date.
Select where the signed documents are stored
Documents are stored in Uploads by default.
1. Select Change location to choose a different folder or Room.
Tip: Create a new document folder if required before sending the request.
2. When Change location is selected, you can choose Folders or Rooms.
3. If storing the package in a folder, select the folder dropdown and choose the destination folder.
Note: The default folder is Uploads. Select the arrow to view other folders in the client's portal.
4. (Optional) Select Create folder to create a new folder, if required.
5. (Optional) Select an external document storage location.
Important: To use Sync to external storage, you must have a successful connection to your document storage or eSignature integration. For setup instructions, see Integrations.
When Sync to external storage is enabled, the unsigned document is automatically stored in your external document management system. Once the document has been signed by all recipients, the unsigned version is replaced with the signed copy.
6. Select Save and Next to open Docusign and add signature fields to your documents. For instructions on adding and configuring signature fields, follow the steps in How do I configure and send a Docusign eSignature request?.