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Logged in Customers can sign requests in the Portal using a simplified Execute Signature page. Customer users do not require a PIN, instead they must complete a Consent checkbox to acknowledge the signature is equivalent to a legal signature.
Portal Signatures are enabled by default, but can be hidden for a project with the Project Setting “Disable eSign for this Project”.
Notes:
Customers will be able to see their own and any other customer signatures within the Portal, but staff/agent signatures are not visible.
Signature audit comments are restricted to internal visibility so they will not be visible on the Portal.
Customers can only sign a request if they have not already signed it. An internal user with project admin can reset signatures if necessary to clear (ALL) customer signatures.
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