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

E-sign Reminder

E-signature Template

E-sign status card

Signing Documents Electronically Under Corporations Act 2001