Instructions
Access your profile:
Click your name in the top right corner of the screen
Select Profile from the dropdown menu
Update your user details:
Edit your name
Set up or update your signature and initials (used when signing documents)
Review important profile behaviour:
Your profile always stores the most recent version of your signature
Uploading a new signature while signing replaces your saved signature
Once your email address and mobile number are verified, they cannot be changed. Contact [email protected] for assistance with this.
Manage two-factor authentication (2FA) for added security:
Personal PIN – Set a fixed PIN of your choice
SMS One-Time Pin (OTP) – Receive a unique code via SMS each time you log in
Authenticator PIN – Use an authenticator app for time-based OTP (e.g. Google Authenticator, Microsoft Authenticator, Authy)
Access Advanced Settings (API only):
Advanced Settings is only used for API integration
Contact [email protected] for more information and activation assistance
Expected Outcome
Your profile is complete and up to date, ensuring your personal details, signature, and security settings are accurate. This helps maintain a secure environment for your account and protects the integrity of all documents you send/sign.
FAQs
Can I change my email address or mobile number?
No. Once verified, it is currently not possible to update your email address yourself through our system. Please contact [email protected] to request email updates.
Why did my signature and/or initial change?
Preparing a new signature while signing a document automatically replaces your previously saved signature.
What is the recommended two-factor authentication option?
Any option improves security, but using an authenticator app provides the highest level of protection.
Should you require any further assistance with this, please contact our Solutions team at [email protected]