Requesting a secure e-signature

Requesting a secure e-signature

Accupe lets you send documents for signing directly through the client portal.

How to send a signature request

1. Navigate to the client's profile.
2. Go to the Documents tab.
3. Upload the document that needs signing (PDF format recommended).
4. Click the Request Signature button.
5. Add the signer's name and email if different from the main contact.
6. Click Send.

What your client sees

Your client receives an email with a secure link. They click the link, review the document, and sign electronically. No account creation is required on their end.

Tracking signature status

Back in the client's Documents tab, each document shows a status badge:

• Pending means the request has been sent.
• Viewed means the client opened the document.
• Signed means the signature is complete.

Downloading signed documents

Once signed, the completed document with the embedded signature is available for download from the Documents tab.

Legal validity: Electronic signatures collected through Accupe comply with the UK Electronic Communications Act 2000 and eIDAS regulations.