This article will guide you through the process of creating a Connectworks account.
Having access to Connectworks allows you to electronically sign documents, upload your own documents (either for private storage or you may choose to share access with your professional advisor for selected documents).
Depending on the subscription plan selected by your professional advisor you may simply have a personal workspace where you sign and store documents, or you can have extended access enabling you to view a summary of the entities you are associated with and/or collaborate in their management.
To be able to create a Connectworks account as a non-professional user, you will need to be invited by a staff member of the firm that is responsible for managing your company or trust. There are two ways for an invitation to be sent, a direct invite or a request to sign a document for your entity.
You will receive an email from email@example.com asking to accept the invitation. This email will look like the picture below:
Required to sign a document?
An account is not necessary to complete the signing of a document in Connectworks. Your professional advisor may choose to simply email you a link to the document (this link will come from the email address firstname.lastname@example.org), whereby clicking the link will direct you to a copy of the document to review and sign digitally (or if preferred you can print it, physically sign, and either scan & email it back to your advisor, or return the signed copy in person).
At the end of this digital signing process you will be given the option of creating a Connectworks account. If you choose to create an account you will be required to log in to sign any documents your advisor sends via Connectworks in the future. You will also find any documents you have signed are automatically stored in your Connectworks profile, and you can upload your own documents for storage too. There is no limit to the amount of documents you can store here, but a fair use policy does apply.
This will prompt you to create a password for your account and log into Connectworks.
After you have verified your account you can log in to your personal workspace any time at https://goconnectworks.com
Need more help?
See more useful details to help you get started in our article Connectworks basics for non-professional users.
The first point of contact for any queries should usually be the professional advisor in charge of your subscription (ie. your accountant or lawyer), but if you need help Connectworks has a free phone line for customer support too. Don't hesitate to give us a call on 0800 456 580, or log a support query using the "?" by the logout button in the top right corner of Connectworks and we'll get back to you ASAP.