Onboarding your clients: Onboarding using an e-signature request

Creating clients within your Partner Portal

Creating clients within your Partner Portal and sending a document to sign as the invitation task is a quick and effective way to introduce a client to the portal and ensure signed documents are returned securely and on time.

Before you begin

Ensure your e‑signature settings are configured to suit your firm’s needs. Enable or disable the following settings as required:

1. You can allow signers to share the same email address, which is useful for spouses who share an email.
2. When onboarding a new client using an e‑signature request, you can choose to automatically send the client an activation email, even when using the Send manually option.

How to onboard your clients using an e‑signature request

1. In your Partner Portal, navigate to Clients > Client list.
2. Click Add clients. 
   
   
3. Select Add Individual or Add Client Group. 
   
   
4. Enter the client’s name and email address, select whether they are a Personal or Business client, and choose their subscription type. 
   Ensure you select No when asked whether to send a welcome email. 
   
    
   Click Add to complete setup.
5. The client or client group will appear in your client list with New next to their name. 
   Click Request e‑signature under the Actions column. 
   
   
6. Follow the steps to upload documents for digital signing . 
   Select Send now or Send manually based on your requirements.
7. Your client will receive an email requesting their signature and will then need to activate their account.
8. It is important to keep track of outstanding e‑signature requests and follow up with clients as required.

Example invitation email when onboarding a client using an e‑signature request

Email subject: New document to action