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Filling and signing compliance forms

Complete and sign a client's compliance form in your browser instead of downloading, filling and re-uploading it.

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Written by Phillip Williams-Oliveira

When a client's compliance requirement includes a form, you can fill it in and sign it in your browser instead of downloading, filling and re-uploading it.

You'll only see this option when your client has it turned on and provides a form that can be filled in online. Otherwise, upload your document as usual.

Where to find it

In the left navigation, under Manage, click Compliance. On your client's card, click Become Compliant. The Outstanding Compliance Tasks page opens.

If you opened a compliance email link without logging in, the same option appears on the requirement on that page.

Fill and sign a form

  1. Find the requirement. If a form is available, the requirement shows the form's name and how many pages and fields it has.

  2. Click Review, Fill & Sign. The form opens.

  3. Fill in each field. The Progress panel shows how many fields you've completed and lists what's Still needed.

  4. To sign, click the signature field. In Add your signature, choose Draw or Type, then click Save Signature.

  5. Click Submit. If any required fields are empty, you'll be asked to complete them first.

You return to your checklist and the requirement shows Submitted while it waits for review.

Save and come back later

Your changes save automatically as you work. To leave and finish later, click Save Draft. The requirement shows a Draft tag. Click Continue filling to pick up where you left off.

Upload a completed copy instead

If you'd rather use your own completed copy, click Or upload a completed copy instead on the requirement and upload your file. To go back to filling it in online, click Or fill & sign without downloading instead.

Use a form for a partial exemption

  1. On the requirement, choose Request exemption, then Partial Exemption.

  2. Click Review, Fill & Sign and complete the form.

  3. Click Attach to exemption. You return to your checklist.

  4. Add your Exemption Reason (at least 30 characters) to finish your request.

Good to know

  • After you submit, you can still replace your form while it's waiting for review. Click Fill & Sign Again, or upload a completed copy instead. Click View Submission to see the copy you sent.

  • If a form can't be loaded or is too large to preview, click Download PDF, fill it out on your device, then upload the completed copy.

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