In most instances documents are uploaded to the portal from within HowNow. There are two types of uploads - documents uploaded for the clients to access and documents that require signature. We use Adobe Sign for document signing and there are two types of signatures:
- Click to Sign - this option means that the client signs the whole document in one place, there are no signatures throughout the document
- SecureSign - with this option you can add signature, date and text fields throughout the document in the desired location. The client then signs in each of these areas.
Signing is managed in the Portal Admin.
Select the document you wish to upload to the portal and in the Actions column choose the connected portal symbol
Once the document has been shared to the portal there will be a tick in the Connected column on the grid.
If the document requires signing, then go to the portal to add the signing task.