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Generate and sign the client sheet

Generate your PDF, review it, then sign online or upload a manually signed copy.

3 min

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Before you start

  • A complete client information sheet
  • A PNG or JPEG signature for online signing
  • Or a signed PDF for the manual method

Steps

  1. 1

    Open Profile, then Documents.

  2. 2

    Select Generate client sheet.

  3. 3

    Open the unsigned document and verify all information.

  4. 4

    Choose Sign online or Upload a signed sheet.

  5. 5

    Review the preview, confirm your consent, and validate.

  6. 6

    Download the finalized sheet for your records.

Helpful tips

  • If you change your information, generate a new sheet before signing.
  • Do not sign an outdated PDF.
Open signing