Step 1 - Receive an Invite in your Inbox to create an account. If unable to find it, kindly search for Share file or check your bulk folder.
Step 2 - Click on the attached link to create your account
Step 3 - If a change to your name is required, kindly make the required changes
Step 4 - Create a strong password or you can use the system generated password
Step 5 - Once logged in, kindly upload the requested documents either in the specific folder on the general folder
Step 6 - You can create subfolders in your designated account folder to organize and upload selected files to specific folders
Step 7 - It is strongly recommended to create a two factor authentication under the settings with your mobile telephone number
Step 8 - Step to add the added layer of security to your folder
Step 9- Add your phone number to receive a text whenever you try to login to your account
Step 10 - Upload files from your computer or mobile device
Step 11 - Or you can drag / drop the documents to the folder
You can view all the documents by logging in to your account at anytime, and add additional documents as and when needed. If any guidance needed, kindly call 214-699-4790 for assistance.
To E-Sign a Document, kindly follow the easy steps below:
1- Receive a notification to e-sign your document in your Inbox.
2- Review the document and create your signature
3- System would prompt you where signatures are needed
4- Sign the document