Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Documents and signatures

Review the destination before external signing

The Leaving Institution notice shows where an external signing request will take you.

Updated 2026-11-11

Choose Continue to signing on an external signature request to open the Leaving Institution notice. The notice shows the request title and the destination domain before the browser leaves the workspace.

Compare that destination with the provider or instructions you expected. A domain is the website address, not the document’s title. If the displayed address is unfamiliar, ask the team to confirm it before continuing.

Choose Continue to signing in the notice when you are ready. The request can open in a new tab or use the current tab, depending on how it was configured. Complete the review and signing steps on the provider’s page, then return to Institution to check the request’s status.

The notice itself does not sign the document. It records that you continued to the external workflow, which can change the request to Signing in progress. Completion is confirmed separately. Do not use the fact that the destination notice opened as evidence that the provider accepted your signature or finished the document.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.