How do I see if my client has signed a Required e-Signature document?


All Staff in the Organization can view the e-Signature details for any client in the organization

Once your organizational administrator has uploaded an e-Signature Required document for your organization, the document will be added to the registration process for all new clients and all existing clients will be required to sign on their next VTConnect Portal login.

STEP 1Login to the VTConnect Portal with the credentials established for your account. 

STEP 2: Click on the Clients tab at the top of the page.

STEP 3: Click on a client from the Clients list.

STEP 4: You will see the details of the e-Signature including a link to the document signed, the full legal name entered to sign the form, the date of birth entered, and the date/time the form was signed.

Client details of e-signature

NOTE: If you are an Organizational Administrator, you can view all clients that have signed a particular e-Signature Required Document. For detailed instructions click HERE.