Document Sign Walk-Through

You will receive an email with a link to click through to gain access your FinCertify profile.

Next, you will generate a unique password to access your profile.

Upon login, you will then click the E-sign Forms button to access the requested documents to be signed.

Next you will click on any of the Pending Signature request modules available to you. 

Next you will click the Get Started button, and proceed with reviewing and signing the documentation being required in the request.

You then submits the documents by clicking the Continue button, then I Agree in the upper right.

Upon successful submission you will see a "Thanks for submitting your document!" message and click Close to be redirected back to the Requested Documents page and see the module marked as completed. Then click the Back to home button where you will see that the "E-sign Forms" is now marked with a green check, as completed.

Lastly, the you will click on your name in the upper right and select "Log Out" from the list to close the session and log out of the portal.