My scenario: 

Someone has shared a portfolio with me, but I don't know how to access it.

Your Solution: 

The first step is to log in to your SignFlow account. You do this by going to, and entering your username and password. 

You will then be presented with your home screen (My Dashboard), as per the image below, and you will need to click on either the Portfolios bar on the left, or the blue Portfolios button on the main screen.    

Clicking on either of these Portfolios options will bring up a list of all the portfolios you have created, as well as those that have been shared with you. For the sake of this example, I will use the "Customer XYZ Documents" portfolio (see image below), which was shared with me.

Clicking on the Open button will reveal all the documents that are included in the said portfolio. From here, you can view each document, as well as documents to the portfolio.


Your additions will be reflected on the portfolio originator's side in real time. 

For step-by-step instructions on how to add files to a portfolio, please see "How do I upload documents to a portfolio that was shared with me?" in the FAQ section.