E-sign documents in the Client Portal

When your service provider needs your signature on a document — an engagement letter, an NDA, a consent form — they can send it through the Client Portal as a signing request. You sign in the browser; there is no app to install and no separate service to log into.

Any Client Portal user whose service provider has added them as a signer. If you do not see any signing requests on your dashboard, your service provider has not sent any. eSignatures is an Elite-plan feature on the service provider’s side — if signing requests never appear and you expect them to, ask your service provider whether they have eSignatures enabled.

Signing requests show up in a dedicated Signing requests section at the top of your dashboard, above regular tasks. They sit at the top because they typically have deadlines — handle them before everyday tasks.

You also receive an email titled “Review and Sign Documents - <task title>” with a direct link to the request. The email comes from your service provider’s own mailbox (not from a noreply Uku address), so replies go to them.

1. Click the signing request on your dashboard to open it.
2. Under Signing documents, you see the document or documents that need your signature. If a sign-by date is set, it is shown here.
3. Review the list of all signers and their current state:
   • Pending — has not opened the signature panel yet.
   • Viewed — opened the panel but not yet signed.
   • Signed — completed signing, with a timestamp.

Some documents need every listed signer to complete before the agreement is considered done. You can track everyone else’s progress in real time on the request page.

1. Click the Sign button.
2. Choose how to create your signature:
   • Name letters — your name is pre-filled from your profile; the Client Portal renders it in a cursive font as your signature. The quickest option.
   • Draw — use a mouse or your finger on a touchscreen to draw your signature on the canvas. Click Clear to start over.
   • Upload — upload a PNG image of your handwritten signature (up to 1 MB).
3. Read the legal acknowledgement: “By selecting Adopt and Sign, I agree that this mark will be the electronic representation of my signature.”
4. Click Adopt and sign.

Your status changes to Signed with a timestamp visible to everyone on the request. Your service provider is notified automatically. Along with your signature image, the Client Portal records the date and time and your IP address — your service provider keeps these as audit evidence of the signing.

The signature you place is a witnessed-image signature with an audit trail: your service provider keeps the signature image you adopted, the date and time you signed, and your IP address. When every listed signer has signed, the Client Portal stamps each signature image onto the document and saves it as a signed PDF on the request.

This is not an ID-Card, Mobile-ID, or Smart-ID signature, and is not a qualified eIDAS electronic signature. It is well suited to engagement letters, NDAs, consent forms, and similar agreements. If your service provider needs a qualified electronic signature for legal reasons, they will tell you and use a separate service for that document.

The signed document stays available inside the signing request as long as the task does. Your service provider also receives the signed PDF on their side once everyone has signed.

If your service provider changes the document while signing is still in progress, every signature collected so far is cleared and you will be asked to sign the new version. You receive a fresh Review and Sign Documents email when this happens.

The Sign button only appears if you are listed as a pending signer on that request. If you expected to be a signer but cannot see the button, contact your service provider — they may need to add you to the signer list and re-send the request.

Contact your service provider directly. They can extend the deadline or re-send the request. You cannot extend the deadline yourself, and the Sign button stays active even after the sign-by date passes — signing late is still possible, but worth letting them know.

Once you click Adopt and sign, the signature is recorded. Contact your service provider and explain. They can remove and re-add you as a signer (which clears just your signature so you can sign again) or change a document on the request (which clears every signer’s signature and re-sends the request to everyone).

If everyone has signed, the request moves out of Signing requests and into the regular completed tasks area. Check the Completed section on your dashboard. If you cannot find it there, ask your service provider — they can re-send the link.

The Review and Sign email contains a magic-link login. If you have multiple Client Portal accounts (different service providers), make sure you are not already logged into a different one in the same browser — log out first, then open the magic link again. If the link is older than its expiry, ask your service provider to re-send the request.