Watch a video demonstration

1. Click Review Documents from the email.
2. Log into the Xero Portal:
   • If you're an existing Xero user, trialist, or have used the Xero Portal before, log in using your existing email address and password.
   • If you’re not a Xero user, you’ll need to enter a password and your phone number, indicate you accept the terms of use, and click Activate your account.
3. Click Review to open each document you’ve been asked to sign. If you have more than one document to sign, you’ll see a list.
4. After you have confirmed all document details are correct, click Start.
5. Click in the Click here to sign field to open the declaration options. You can type or draw your signature, or use an image or your mobile to sign. Click Apply to confirm the signature. The date field will pre-populate with today’s date.
6. If your signature is required in multiple locations, click Next to jump to the next declaration.
7. When all declarations have been completed, click Click to Sign to complete the e-sign process.