Signer Experience on Mobile Devices

This article outlines the full signer experience on a mobile device. The signer can access the document, review, sign, decline or delegate signing, and download documents.

Please note:

The Client Portal is not currently compatible with tablets or mobile devices. 

Initial Email

1. Click Sign Documents.
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Authentication

If authentication is turned on, the signer is required to enter an access code OR answer a question.

Access Code

1. Click Request Access Code.
2. Enter the access code.
3. Click Continue. 
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Question and Answer

1. Answer the question that appears on the screen.
2. Click Continue. 
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Landing Page

After the Signer has passed authentication, or if an authentication method hasn't been chosen, the Signer is directed to the main landing page of the signature process. The signer has 3 options to continue. 

1. Sign Documents.
2. Delegate to Someone Else.
3. Decline to Sign. 
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Sign Documents

1. Click on the Start arrow to be led to your first signature line.
2. Click on the green signature block to open the Add Signature window.
   • Continue to click Next until all signature fields are signed.
3. Type out or draw your signature.
4. Click Apply.
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Delegate to Someone Else

1. Click Delegate to Someone Else. 
2. Enter the new signer's name and email address.
3. Enter a reason for changing signing responsibility. 
4. Click Send to send an access link to the new signer.
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Decline to Sign

1. Click Decline to Sign. 
2. Enter a reason for declining. 
3. Click Decline to Sign to submit the declination. 
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