Company staff and customer portal users
Documents to review
This accepts only the exact business document. It is separate from confirming a technician's service report.
What to do
- Choose the exact original, attachments and terms, then an existing customer contact. The customer opens the files in their own portal, explicitly reviews them and declares their authority before confirming. No ID upload is required. A name or portal account does not independently prove a person's identity or authority.
- Open the original and every listed attachment and set of terms. Confirm your review, enter your name and authority to represent the customer, draw your mark and make the explicit confirmation. You may decline instead. No ID upload is required; a portal account does not independently prove identity or authority.
- I reviewed the original and all listed attachments and terms.
- I confirm that I accept the exact document identified here and am authorized to act for the named customer.
- The response deadline and retention end are different. No automatic deletion occurs. After the retention end, an owner must individually review removal; original documents and separate access/audit records remain subject to their own rules.
Before you continue
Local rehearsal only. No message is sent and real signing is not activated.
Choose an existing accepted customer portal contact with a matching contact email. This step creates no access or invitation.
Individual removal deletes the new signature request, declaration, drawn mark and signature event history, plus an unshared signature document copy. Original business documents, older signature evidence and separate audit/access receipts remain. Implementing this feature does not itself delete anything.