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Quick Guide for Remote Signing (for Client)

Step 2. Step 3.
Step 1.
Click on the File Name of each document or the Proceed to sign the application by clicking the
You will receive an email for remote signing.
corresponding action “Review” / “Sign” green button to E-Confirmation document or the “Sign”
Click on “Open Document”.
perform the tasks required. button. You can use your finger for mobile
Key in Access code that is sent via SMS to devices. For desktop access you may use a
Click on “Done” button at Top Right corner of each
your mobile phone and click “NEXT” document to complete the task.
mouse

Click “Finish” and the pack will be sent back to


your Financial Representative for processing.
STEP 1 (Mobile View) (iPad / Desktop View) STEP 2
STEP 3

Progress bar will be updated upon


Click the “Done” completion of each review/task.
button at the Top Right Do click “Finish” button after
corner of each completion.
document to complete
each task

Great Eastern edm V1.2 July 2021

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