Once a client has logged in and signed your online agreement,  you will see a record of this in 2 places:

1) In your client list, this green checkmark shows that your client has logged into your portal and signed your online agreement. Hold the mouse over the checkmark for time stamped details. Click the link to see the signed agreement.

To see all stored and signed client agreements, click on MY COMPANY — DIGITAL SIGNATURE RECORDS and click VIEW to preview any record in the list.

 

Online Agreements with Client’s Digital Signatures can now be exported as PDF

This was a user suggestion posted by Mark in our our UserVoice “New Feature Request” page.   Thank you Mark!  Access this feature in  ”My Company > Digital Signatures.”  The PDF button is next to the print button.