Reviewing & Signing Contracts in the Client Portal
Vaasu Guduguntla
Last Update há 10 dias
When a business sends you a contract through TalleFlow, you can review and sign it directly from the Client Portal. There's no printing, scanning, or downloading required.
📩 How You Receive a Contract
You'll receive an email from the business with a link to review your contract.
The email may include a button such as:
- Review Contract
- View Agreement
- Open Portal
Clicking the button opens the contract in your browser.
👀 Reviewing the Contract
Inside the Client Portal, you can:
- Read through the full contract
- Review the scope, terms, and conditions
- Scroll through all pages before signing
Take your time reviewing everything carefully.
If you have questions or need clarification, reach out to the business before signing.
✍️ Signing the Contract
When you're ready to sign:
- Click the Sign or Accept button
- Follow the on-screen prompts
- Confirm your signature
Your signature is captured electronically and securely.
Note: You may have to re-confirm and verify your email address when signing a contract. This ensures the correct party signs the document securely.
🔒 Is Electronic Signing Secure?
Yes. Electronic signatures are:
- Legally binding
- Securely stored
- Time-stamped for verification
Both you and the business receive a record of the signed agreement.
✅ After Signing
Once the contract is signed:
- The business is notified immediately
- The contract status updates automatically
- You may receive a confirmation email
You can always return to the portal to view the signed version.
❓ What If I Don't See a Sign Button?
This may happen if:
- The contract has already been signed
- The document is view-only
- Another party needs to sign first
If you're unsure, contact the business directly.
🔄 Having Trouble Signing?
If something isn't working:
- Refresh the page
- Try a different browser or device
- Make sure pop-ups aren't blocked
If the issue continues, reach out to the business for help.
📌 Related Articles
- What Is the Client Portal?
- Accessing the Client Portal
- Paying an Invoice in the Client Portal
⏱ Expired contracts
If the signing window has passed, you can still read the contract, but the Sign action is unavailable until the business extends or reactivates the offer. Ask them for an updated link if you still need to sign.