Logging In

When your signers receive a SecureReceipts notice and click the link in it, one of the following occurs:

If you requested ID verification, your clients must first answer several questions about their credit history.
If not, they proceed straight to the login stage of the signing process.

Here's the general process...

Your clients are presented with a login screen and are prompted to enter a password. Their username is their e-mail address and they can pick their desired password. They are also asked to select and answer a security question in case they need to reset the password in the future.
Next, they're prompted to enter a series of letters and numbers to verify that they have Adobe Acrobat Reader installed on their computer and to Agree to the Consumer Agreement to Use Electronic Records and Signatures.
If you requested Secure Signatures, your clients are prompted to set up their hand signatures.
Then, they're prompted to view and sign any outstanding SureDocs. From here, they can also:
- Click any column name to sort the documents by that column.
- Click View to display the SureDoc.
- If you added a password to the SureDoc, a prompt is displayed for them to enter it. (You must provide this password to your signer separately. It is not included in the e-mail message.)