When a firm is invited to HowNow Portal for uploading or signing documents, the initial invite is sent via email. Please note that if the user goes to sign documents prior to setting up an account, they will not be able to log in normally, so it is advised to set up an account with the below instructions prior to signing any documents:
1. Once the "click here to activate your account" is clicked, it will bring the user to the below page to set up a password on their account:
2. The user will then be prompted to accept the Terms and Conditions.
3. As part of setting up an account, 2-factor authentication is required to be set up. The user will need to download Google Authenticator or Microsoft Authenticator, or any other 2FA app on their phone, and then scan the QR code on the screen or manually enter the key. Once this is added to their app, they will have a 6 digit code to enter on the website. The recovery codes are not required to be saved, as if the 2FA needs to be reset in case the user loses access to their code, they can have this done by simply raising a ticket with us and requesting it from their direct email.
4. After entering the code and clicking "Verify", the user will be redirected to the HowNow Portal to log in.
5. After logging in, the user will be able to see their Dashboard, including any signing tasks required from them, plus any other information made visible to them.