How do I upload a document for digital signing?

Your portal allows you to provide your clients with an efficient, effective and easy way to sign documents.

eSignatures is available to use if your company’s subscription enables this. To upgrade your subscription see How do I upgrade my myprosperity subscription?

To upload a document for digital signing:

1. In your Partner Portal, navigate to Clients>Client List
2. Identify the client you would like to send the document to and click on the document icon in the Actions column.
   
   
   
   
3. The Upload Document page opens.
   
   1. Choose they type of document you are uploading:  Tax, Advice or Others
      
      
      
      
      
      
      
      
   2. In the dropdown box, specify the actual document (e.g. Fact find, tax return etc) by clicking on the appropriate tile
   3. Upload the document file ensuring it is in .pdf format.
      
      
      
      
   4. Identify where you would like the file saved in the portal after it has been signed.
      
      
   5. You can choose to select ‘Lock file’ which will only allow you to delete it once it is in the client portal.
      
      
      
      
   6. If the document requires a signature(s) check the ‘Requires signature(s)’ tickbox.
      
      
      
      
   7. You can choose required signatories from the drop down list in the signature area. The drop down list is all team members of the client file who have an affiliated email address. If the name is not in the list, you can click on “Add new signer”.
      
      
      
      
      
      
   8. You have the option to include a message .
      
      
      
      
   9. You can include supporting documents (such as Terms and Conditions, Factsheets, Information brochures etc) by clicking on ‘choose file’
      
      
   10. Click Upload at the bottom of the page.
       
       
   11. The Upload Document page opens.
       
       
       
4. Use the ‘Create Document for signing’ screen to position and allocate the type of signatures required
   
                  
5. There are default signature positions that you can choose to leave or change. There are different coloured tabs for each signatory. You can drag and drop the tabs to the required positions.
   
   
   
   
6. You can add additional signature spaces by identifying the page and position of the signature required and clicking the ‘Add Signature’ button . Ensure you choose the name of the signatory from the drop down list.
   
   
   
   
7. On each of the signature tabs, click on the Cog icon to the right to determine which type of signature you would like reflected
   
   
   
   
   
    
   
   
     
   

• Click to Sign - The client will click and it will show an electronic stamp recording the name and date signed.
• Click to Initial - The client will click and it will add the client’s initials where placed
• Capture Signature - The client will be required to actually sign their name using their finger on their phone screen or computer touchscreen or use their computer’s mouse to sign their name
  

9. By clicking on the Cog icon to the right of the signature box, you can change the signatory, remove the signature box altogether or add fields such as the signing date, or signer’s title.

10. When you have finished, click ‘Send’ or ‘Send Manually’.

Click here for more information on the difference between ‘Send’ and ‘Send Manually’.

Depending on your sending requirements, your client can receive an email and a push notification on their mobile app advising of the signature required, but all clients will see a notification on their portal advising a signature is required. 

Note: Reminders are sent automatically 3 times over nine days if the document is not signed by the client.