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Troubleshooting

E-signature isn't working

"The client says they can't sign the document."

Confirm the client is signed in to their portal — signatures are only valid when authenticated.

Older browsers may not render the signature canvas correctly. Ask the client to use the latest version of Chrome, Safari, Edge, or Firefox.

If the client is on iOS and the canvas is not responsive, ensure Safari is the browser being used (some in-app browsers block canvas events).

As a fallback, download the document, sign it manually, and re-upload. The signed document is captured with the same audit trail.