If you’re a new client who has never logged into our client portal (“How Now”) you will have received an email invitation from us for you to activate your account. Once activated you’ll have access to the How Now portal moving forwards.
When it comes time to sign a document, you will receive an email from us notifying you that there is a new document in your client portal that needs to be signed. Click on the link in this email and you will be taken to the How Now dashboard which will list all documents that need your signature (the portal also hosts all past documents signed by you). Click on the document name you wish to sign and read the document thoroughly. If you are happy with its content, click the yellow ‘start’ button to the left of the document and follow the prompts, typing in your name and other relevant details where required.
If you’re having issues signing a document online, please contact Diane Smith, she’s happy to help you navigate this process.