If you have a Document and ftwPortal Pro subscription, you will be able to have your portal users e-sign documents. Note: You must review the attached White Paper, sign/complete the E-Sign Authorization and send the signed Authorization to support@ftwilliam.com for review before you will be able to invite your portal users to e-sign documents in the portal.
Please click here to review step-by-step instructions for the following:
- Publishing a Document to the Portal for E-Signing within the Plan Document Module (5:56 min)
- Publishing a Document to the Portal for E-Signing via Document Manager (6:33 min)
- How a Portal User E-Signs a Document within the Portal (2:12 min)
- Your view once the Portal User E-Signs a Document (3:14 min)