Virtual Filing Cabinet
Log into Client Track Portal and click on Virtual Filing Cabinet (1) on left sidebar and then click Emailed Files folder (2). Open the recipient's email address folder that you sent e-Signature request to and click Sent folder (3).
Browse to the appropriate folder to find the signed PDF document. (1) Click on the three dot (...) icon on bottom right corner of PDF document to open up options and click Download File (2). After downloading is complete, double-click on PDF document to open.
*Note - If you receive a 'At least one signature is invalid' message when opening PDF document in Adobe Acrobat, it is NOT due to our e-Signatures being invalid. This issue appears to be in Adobe Acrobat Reader DC versions 2021.001.20135 and higher which has been fixed with Adobe Acrobat Reader DC version 2021.001.20140 - please update your version.
You can view all emails sent including e-Signature Request on your main email dashboard by going to Send Secure Emails & Files (1) from left sidebar. From here, you can view the status of email, delete or resend email and change password all at a glance. (2)