How to Co-Sign a Document

  1. Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to a document.)
  2. The document needs to be signed by the author in order to add co-signers. When you open the document, you should see the pdf viewer. Click on the Plus icon in the Document Ribbon to expand the Document Ribbon.
  1. Click on the radio button next to your name in the Signer section.
  1. Click Co-Sign.
  1. This will refresh the document and append your signature as a new page at the end of the document. You can also see the date you signed by looking in the Signed By section in the Document Ribbon.

Updated 3/18/24