Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Documents

Documents

eSignatures

  • Troubleshooting errors when uploading an e-signature request via your portal
  • How do I upload a document/s for digital signing?
  • Can clients share an email address and still receive documents to sign?
  • What’s the difference between ‘Send’ and ‘Send Manually’ for eSignatures?
  • How do I delete a document sent for signing?
  • Where can I get a list of all outstanding signatures for digital documents sent for signing?
See all 8 articles

Uploaded documents

  • How do I use the Uploaded documents area?
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