Navigate to gear wheel, and select "Settings"
then press "E-sign"
Review, tick and assign whatever is relevant for your firm, read through this guide to learn more about E-sign Notifications
LodgeiT has a template for every form/report, you can also edit or add some text in the template.
ie, template for Individual Tax Return.
How to cancel E-Signature?
No need to unlock the form or "Financial Reports/Statement", there is a "Cancel Request" button on the E-signature request dialog.
Once the E-signature cancelled, the Form/"Financial Reports/Statement" will be switched to "Out To Sign"
Related Article:
Process of "Out to Sign" using E-signature
How to notify signed tax form to other team members
How to send email directly to agent's mailbox
Signing Documents Electronically Under Corporations Act 2001