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Sign compliance documents

Digitally read and sign compliance documents sent to you

Alexandra Clot avatar
Written by Alexandra Clot
Updated over a year ago

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In tex.tracer, you can receive compliance documents sent by your client and digitally read and sign the compliance documents. The signed document will be immediately uploaded and sent to your client again.

Reading and Signing Compliance Documents:

1. On the Compliance page, you'll find an overview of compliance documents awaiting your signature on the Documents received tab.

2. Documents that need your reading and signature have a red dot. Read and signed documents are marked green.

3. Click on the Read button to read the document.

4. Confirm your authority and acknowledgment by checking the box.

5. After confirming, you can click on Sign document, and a digital signature will be added to the document.

On the tab Documents archived, you can find all compliance documents that have been archived by your client(s).


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