Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Documents
  3. eSignatures

eSignatures

  • How do I upload a document/s for digital signing?
  • How do I request e-signatures from clients who share an email address
  • How do I send a document to a client to read and accept, without requesting a signature?
  • How do I delete a document sent for signing?
  • How do I view outstanding e-signature requests?
  • How do I download a copy of the evidence summary?
  • What’s the difference between ‘Send’ and ‘Send Manually’ for eSignatures?
  • Troubleshooting errors when uploading an e-signature request via your portal
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