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      • To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
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      • QuickBooks user - Sign in to LodgeiT
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      • How to Re-sync / 'QuickBooks Online' Clients duplicate after import
      • Contact Details Mapping (LodgeiT > 'QuickBooks Online')
      • Company Tax Return via 'QuickBooks Online'
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      • QuickBooks Organisation ALREADY EXIST / Same ABN and TFN
      • QuickBooks "Assign Admin"
      • Pro Advisor Subscription: "You have to buy lodgment credits in order to lodge this form"
    • E-signature and Manual signing controls
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
      • Out To Sign: Using E-Signature
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      • Settings - Primary Contact/Signatory
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      • How to change e-sign signatory?
      • How to cancel the form that has been sent for e-signature?
      • E-Signature for "Financial Reports"
      • Agent Access to a Signed Tax Return
      • Client Access to a Signed Tax Return
      • Client Unable to Sign E-Signature Request
      • E-signature Authenticator (SMS or Birthdate)
      • Audit Trail for "Out To Sign"
      • Esignature request (mail) as "Junk"
      • Outlook: Recall the Sent Email (Form esignature request)
    • General Settings
      • "Tax Genii" your AI Tax Research Assistant
      • Intermediary
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      • Client "Settings"
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      • Human Icon
      • Client Defaults (Contact Source for Tax Form)
      • Add related entities / Adding Client
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      • Primary Contact's "Additional Email" address
      • Single Client Update for "Contact Source" on Tax Returns
      • Client Export/Extract (CSV or Excel)
      • Business Owner (Non Agent) to Lodge for Multiple entities
      • Client Details Card
      • Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
      • Define Client Relationship
      • Invite LodgeiT Team (for Concern / Issues)
      • Lodgement List & Dates
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      • How to search a client?
      • How to see Lodged forms
      • Archive or Delete Client
      • Knowledge base
      • Fast Navigation - Forms (Keyboard)
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      • Rollover
      • How to change the language settings on your Google chrome browser
      • Authentication Method for E-signature (Client Defaults)
      • Gear Wheel: Teams - How to Invite Team Members and Restrict Team Access
      • Fixing Date Display Issue in Google Chrome
      • Troubleshoot: To disable "Agent contact details"
      • Gear Wheel: Teams and Access
      • Gear Wheel: Team "Access"
      • Client Verification
      • Re-assign Email Address to New Team Member
      • Reset Password
      • Transfer "Assigned clients" to other "Member"
      • Adding Multiple Companies (Non Tax Agent)
      • TFN Details (Team Access)
      • Electronic funds transfer consent
      • Franking account balance or transaction listing
      • EFT Reconciliation Statements "Financial Institution Account details already exist for another registered agent number"
      • Switch Organisation
      • How to remove a team/user
      • Automatic Renewal of Machine Credentials in LodgeiT
      • Default Printer / Printing Activity
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      • How To Verify Clients in LodgeiT
      • Privacy Settings and Controls in LodgeiT
      • Relationship: Add a "Director" / Entity
    • General Form Settings and Controls
      • Dashboard - Work status filter and sort (team, form, period, client group)
      • Form Workflow Sequence and E-signature
      • How to see Lodged Form / Lodgement Receipt
      • How to Create a Tax Form
      • How to Amend a Tax Form
      • Activate Financial Picture / Manage Section of the Tax Form
      • Bulk or Multiple "Sign and Lodge" of Tax Return
      • Lodgment progress status
      • Form Status (lodgement issue)
      • Part Year Spouse
      • Add Spouse
      • How to "Activate" or "Deactivate" Spouse section?
      • Audit Trail and Document History
      • Unlock: Reverse the form to "Draft" status
      • How to Modify Due Date on Form
      • How to Restrict other team members from viewing a form?
      • How to Print/Download the Form
      • How to Suspend/UnSuspend a Form
      • How to "mark form as lodged manually"
      • How to see the Prefill of ATO button
      • Substituted Accounting Period (SAP)
      • How to tag "Relationship" (not a client)
      • Outcome of Assessment (OoA)
      • Error: "Lodged - OoA Error"
      • ATO Status
      • International Mobile Number
      • How to Export List of Tax Forms
      • Dividend and Interest "Address"
      • ATO Identifier
      • How to remove or delete a form?
      • CMN.ATO.GEN.500127
      • Creating Tax Form: Appropriate or Correct Form not showing on the 'Add' options
      • Pre-lodge in Background
      • Click "here" to fill quarterly paid instalment values. This will also pull your lodged activity statements for the return's year.
      • Unlock: LODGED forms with Error
      • Print lodgment receipts
      • TFN Report
      • How to view the list of tax forms of a specific client?
      • How to remove the "Lodgement Declaration" when printing the tax form?
      • Colors of Error and Warning
      • Compare Prior Year Figures (Current and Previous Year)
      • Supported forms and schedules
      • How to "Deactivate" Business schedule
      • Remove item not related to "Business"
      • Viewing list of tax forms via Dashboard
      • Income Tax Client Report (ITCRPT)
      • Multiple Business
      • "Archive" Forms, Reports & Workpapers
      • How to Search for a Form in LodgeiT
    • Tax Systems Conversion Guide
      • Client Migration Process
      • Direct Client Import / Migration
      • Pattern for Client Import (optional)
      • Extract and Import Client list from Xero
      • Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One
      • Extract and Import Client list from Software Assistant-Thomson Reuters
      • Client Data: Extract and Import Client list from Reckon Elite
      • Extract and Import Client list from MYOB AO
      • Extract and Import Client list from MYOB AE (Accountants Enterprise)
      • Client groups bulk import (existing client)
      • Unpaid 100% / Partially Paid - Superannuation Payable (Reconciliation Section)
  • Practice Settings
  • Billing and Payments
  • Tax Forms
  • Individual Tax Return
  • Company Tax Return
  • Trust Tax Return
  • Partnership Tax Return
  • Superannuation Fund Tax Return (SMSFAR)
  • Other Forms
  • Financial Report
  • Integrations
  • Importing Financials
  • General Accounting & Tax Knowledge
  • LodgeiT Tools and Storage
  • Resources
  • LodgeiT Labs
Solution home User Guide E-signature and Manual signing controls

E-sign status card

Modified on: Tue, 14 Sep, 2021 at 10:15 AM

On all dashboards you can hover mouse on e-sign status to see who has already signed a document.

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

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