How To: Sign Documentation in the Client Portal

1. Access Pending Documents

   • From the dashboard, locate and click on Pending Documents.

2. Open the Document

   • In the Pending Documents section, select "View Document" next to the document you wish to sign.

3. Review and Sign the Document

   • The document will open, allowing you to review its contents.
   • When ready to sign, enter the date in the designated field and input your 4-digit signature PIN.

4. Submit

   • Once you’ve entered the date and PIN, confirm your signature to finalize the document.

Note: Be sure to read the document thoroughly before signing, as submitting your signature completes the document.