1 Create a workflow template with a document that you want to publish

a. Click on Portals and go to your chosen Client Portal Group. If you don't have one, create it.

b. Go to Workflow Templates tab and create a workflow. Add your document template in a 'request signatures' widget. Make sure you make your workflow visible in portals by publishing it

Create a workflow template:

Change the workflow's name, add your widgets including the request for signatures:

Add your document:

Configure your document by dragging and dropping signature fields:

Make your workflow visible in all portals in the current group:

2. Create and publish a self-signup link for the portal

a. Go to the self-signup link tab and create the link

b. You can use the link in your emails or publish it as a button on your website if required.

Client experience:

Through the link, your clients will be able to create their login credentials to the portal.

Once inside the portal they will be able to click on the Workflows tab to access the workflow with the document

You can make the document visible directly via the portal Dashboard by publishing the workfow as a tab. To do that, go to the portal group settings and select 'tab configuration', then enable the workflow as a tab:

The document will then appear in the portal: