Viewing Completed Disclosure Documents

Accessing Completed e-Signed Documents

To view or download a copy of the disclosure documents you have previously e-signed:

  • Login into your account
  • Go to Tasks → click the Completed tab
  • Click the completed “Disclosures” task button
  • Click the “View Disclosure Task” button
  • A second browser window will open → Click “Continue”
  • Click the “REVIEW & SIGN” tab and filter to Task Status “Completed”
  • Click “View” in the e-Sign Document task
  • Click "Start eSign Session

 

 

 

 

 

 

  • Click “Download Documents”

  • Click Leave Session or close out of the browser window when finished

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