How To: Create a Signature in the Client Portal

 

1. Log into the Portal
   Access the client portal using your login credentials.

2. Navigate to "Client Signature"
   On your dashboard, you will see an option labeled "Client Signature".
   Click on this to proceed.

3. Select "Add Signature"
   Click the "Add Signature" button to begin creating your signature.

4. Create Your Signature

   • Use a mouse, trackpad, or your finger (if using a touchscreen device) to draw your signature in the signature box.

5. Input a 4-Digit PIN

   • Enter a 4-digit PIN of your choice.
   • This PIN will be used to attach your signature electronically to documentation.

6. Submit Your Signature

   • After drawing your signature and entering your PIN, click "Submit" to save.