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.
NOTE: If in the e-signature dialog, the rendered text don't show first name or last name, instead it shows {{FirstName}} and {{LastName}} tags. Please note that it will be filled with Recipient Name in the backend when the email is sending, so your client will receive the correctly rendered email with the name, not with tags. (You can try to send an email to yourself or dummy email to test it.)
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