The client will receive an email letting them know they have a document to review or sign within Document Hub.
Example:
[ABCT0001] 1 Document(s) uploaded to Document Hub for signature
New document(s) have been placed into your Access HandiSoft Document Hub area as follows:
Document Hub Address: ClientPortal/Account/LoginCompanyAddress
Document(s):
Document: Document name PDF
Uploaded By: Staff Member
Requested By: Staff Member
Date of Request: 30/05/2023
Comment:
We request that you electronically sign the documents by completing the following steps:
Log in to your Document Hub.
Select the above document in the list.
Select the Download icon from the Document Listing page or the Document Details page to download a copy of the document.
Once you have reviewed the document and are ready to sign:
Select the Sign icon from the Document Listing page or the Sign icon from the Document Details page.
Click the Sign Document button to electronically sign the document.
The requester will be notified automatically that you have signed the document.
Kind Regards,
Staff details