- In the client portal, go to Documents.
- Under Agreements, find the one marked Waiting for signature and press Review and sign.
- Read it: Read the agreement opens it, or Download the agreement to save a copy.
- Type your full name and your position, and tick to confirm you agree on behalf of your company.
- Press Sign agreement.
It then shows as Signed, with the date. Press View or Download any time for your copy.
Can’t sign?
Only the main account holder can sign for the company. Everyone else sees “The main account holder signs this”.
Terms and NDA
When the Terms or NDA change, the main account holder is asked to accept them when they next sign in, with Accept and continue. The accepted copies are saved under Documents.