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Your Documents

View, sign, and manage all documents related to your legal services.

Finding Your Documents

  1. Click My Documents in the sidebar
  2. You'll see all documents assigned to you
  3. Documents are sorted by status

Document Statuses

StatusWhat It Means
SentReady for you to review
ViewedYou've opened it (we track this automatically)
SignedYou've signed it
CompletedFully processed

Reviewing a Document

  1. Click on any document to open it
  2. Read through the content carefully
  3. If you have questions, contact your attorney

Signing Documents

When a document requires your signature:

  1. Open the document
  2. Review the content
  3. Click the Sign button
  4. Draw your signature in the signing area
  5. Confirm your signature

Your signature is legally binding, so make sure you've read and understand the document before signing.

Downloading Documents

  • Click the download icon on any completed document
  • Documents are saved as PDF files
  • Keep copies for your records

Your Trusted Planner Documentation