How do I submit a signing request?

How to Submit a Signing Request: A Step-by-Step Guide

If you need AET’s signature on a document, submitting a Signing Request through the Online Portal is a simple and efficient process. Follow the steps outlined below to successfully submit your request:

Step 1: Log in to the Online Portal

Begin by logging into your account on the AET Online Portal. Make sure you have your login credentials ready.

Step 2: Access Signing Requests

Once logged in, navigate to the “Signing Requests” section on the left-hand side of the screen. This is where you can manage all your signing requests.

Step 3: Create a New Signing Request

On the right side of the screen, click on the “New Signing Request” button to begin the process of submitting your new request.

Step 4: Select the Request Type

You will be prompted to choose the type of request you are submitting. Select one of the following options:

• Specific Asset: If the request is related to a specific asset, such as a real estate transaction, choose this option.
• Entire Account: Select this option if the request pertains to your entire account.

Step 5: Select the Specific Asset (If Applicable)

If you chose Specific Asset, a dropdown box will appear where you can select the asset for which you need a signature. This ensures that the request is tied to the correct item.

Step 6: Provide a Description

Enter a brief description of the signing request in the provided text box. This should clearly explain the purpose of the request, such as:

• “Please sign closing documents related to the sale of real estate.”

Step 7: Upload the Document

Next, upload the document that requires AET's signature. This could be anything from a property deed to an investment contract. Be sure that the document is correctly formatted and legible.

Step 8: Add Signing Instructions

Below the uploaded document, provide detailed signing instructions. This is essential to ensure that AET staff know exactly how to proceed with the document. If you have multiple documents, repeat this step for each one, providing instructions for each accordingly.

Step 9: Specify Handling Instructions

Indicate how you would like the signed documents to be handled once completed. You have two options:

• Shipping Label: If you have a pre-paid shipping label, you can upload it directly here.
• Shipping Instructions: If you don’t have a shipping label, provide clear and detailed shipping instructions so AET can send the documents where needed.

Step 10: Review Your Request

Before submitting, click the “Review” button to ensure all details are correct. Double-check that all documents are uploaded, and all instructions are clearly stated.

Step 11: Submit the Request

Once everything is reviewed and accurate, click “Submit” to send your signing request to AET. You will receive a confirmation once the request is processed.

By following these steps, you can easily submit a Signing Request and ensure that your documents are handled promptly and correctly.