Reviewing signed documents

I’ve signed my document, where can I see the it? Depending on the type of document that you’ve signed, you should be able to find it in the following locations: This article is based on default locations that the documents are set to save to, your...

How do I sign a document?

When a document is ready for signing, you could either: a. Log-in via an automated e-mail notification; go straight to Step 3 View sample email b. Log-in to your wealth portal directly; go to Step 2 2. Depending on the documents pending, you will see the following:...