Getting started
Do I have to create an account?
To answer a request or sign, no. An account is only needed if you are the one doing the asking.
**No, if all you are doing is responding.** Uploading the documents you were asked for, or signing something, happens from the link you received — no username, no password, nothing to install.
When an account is needed and when it is not
| What you are doing | Account? |
|---|---|
| Uploading documents you were asked for | No |
| Signing a document sent to you | No |
| Viewing evidence or verifying a document | No |
| **Asking others for documents yourself** | **Yes** |
Important
**If a screen asks you to create an account in order to answer a request, something is off: stop and check where that link came from.** The normal path for a responder involves no sign-up at all. It is also one of the most useful signals for telling a legitimate request from an attempted scam.
What you will be asked for
Watch out
A reasonable worry worth clearing up: **having no account does not mean nothing is recorded**. What you upload is logged — what, when and through which link — and that is precisely what protects both sides when someone later says «I did send that». No user account is convenience for you, not absence of a trail.
›What if I want to see later what I sent?
Ask whoever requested it. While the link is live you can sometimes go back in.
›Will you send me marketing?
Answering a request signs you up to nothing.
›Can I open it on my phone?
Yes, and most people do: the link works the same.
A real case
The situation
A supplier receives the request and spends half an hour looking for where to register.
What you do
- Goes straight in through the link and uploads the documents
What you get
The reply arrives the same day instead of waiting on a sign-up that does not exist.
The situation
A screen asks them to create an account to «access the documents».
What you do
- Stops, checks where the link came from and calls their contact
What you get
A link that did not follow the normal path is discarded before any details are entered.
The situation
A supplier saves the link and months later wants to get back in.
What you do
- Asks whoever sent it for a fresh link
What you get
Access expires by design rather than staying open forever.
The situation
A company wants its supplier to have a user account to see the history.
What you do
- Grants portal access if it is genuinely needed
What you get
Answering once is kept distinct from working inside.
The situation
Somebody forwards the link to a colleague so they can upload instead.
What you do
- Checks first that it may be shared within their company
What you get
Whoever holds the document uploads it without breaking the trail.
The situation
A signer believes they need to install something to sign.
What you do
- Signs from the browser, with nothing to install
What you get
The signature is resolved there and then, from any device.
The situation
A link arrives and it is unclear whether it is legitimate.
What you do
- Checks with the known contact before opening it
What you get
Verification happens through a channel other than the link itself.
This article answers
- do i need to register to upload a document
- do i need an account to sign
- do i need a username to reply
- can i respond without signing up