In setting up your user account, you should always start by verifying your profile information. On the home page, hover over your name in the upper right hand corner and choose My Profile or on certain accounts, click Account and choose Personal Preferences. Verify that everything is correct, as the information will be used in emails (for example, a request to get a signature).
Click My Signature to select the style of signature you use to sign your documents and choose one of three options:
The default option is called a font-based signature. Every time you sign a document, a handwritten font is applied to your name.
The second option is a biometric signature where you draw your signature with your finger on a tablet. Click the Draw Your Signature icon and draw your signature. Check the Save Your Signature box and click Apply.
The third option is to use a copy of your actual written signature. Sign a piece of paper and scan it to your computer and click Upload. Then select the image file of your signature and click Open. Click Save.
Set up your initials the same way as your signature, so both are consistent.
Click My Events/Alerts to configure your events (actions that happen to a transaction, like sending, viewing and signing) and alerts (expected actions that don’t happen within a defined timeframe). The selections you make will be listed on your home screen.