How to Upload Requested Documents

This article will review how to upload requested documents.

  • After esigning documents, if the financial institution has requested supporting documentation, the below page will appear. Click on "Upload your file".
  • Either drag and drop the document in or click on "Click to choose a file", to select the document from your own desktop. If completing this process from a smartphone, there is a camera button that will appear and can be used to take a picture of the document.
  • If additional documentation needs to be uploaded to fulfill the request, click on "Add Similar Document" otherwise, click on "Next".

For continued help through the remote signing process, go to "Print Completed Documents".