Toll-Free: 1-866-423-8525  I  sales@clienttrackportal.com

How to Complete a Signature Request

Step 1: Open the Signature Request Email

Locate the email that was sent to you and click the View Your Email button inside the message.

Step 1 Screenshot

Step 2: Accept Terms and Unlock

Agree to the terms of service, then enter the password provided to you by your sender. Once entered, click Unlock.

Step 2 Screenshot

Step 3: Select the Document to Sign

Under the Unsigned Documents heading, click the document you want to sign.

Step 3 Screenshot

Step 4: Fill in Your Signature

You can either scroll or use the Find Next Signing Location button to locate signature fields. Click Sign Here to open the input and choose to draw or type your signature.

Step 4 Screenshot

Step 5: Finish the Signature Process

After all fields are completed, the top bar will turn green. Click the Finish Signature Process button to complete signing.

Step 5 Screenshot

Step 6: Sign Any Remaining Documents

If there are more documents, repeat Steps 3 to 5 until everything is signed.

Step 7: Download the Signed Document

Once signed, you can find the file under the Signed Documents section. Click to download your completed document.

Step 6 Screenshot