Lodgeit

To help companies overcome some of the impacts of COVID-19, changes came into effect on 6 May 2020, modifying the operation of the Corporations Act 2001 (Ac...

Navigate to Gear wheel, and select "Settings"  Then press "E-sign" Review, tick and assign whatever is relevant for your firm, re...

Electronic Signing.Electronic signing allows clients to sign documents digitally via Lodgeit, using a third-party provider (HelloSign). Clients can sign wit...

There are two types of out to sign: A. Electronic. It's when user sends e-sign requests via Lodgeit. B. Manual. It's when user use the button &quo...

The "Primary Contact/Signatory" is the person who receives and signs the form. Adding e-signatory (person who receives the e-signature request), ...

Client reminders allow user to configure automatic notifications sending to their clients to remind them to sign electronic signature request if it was not ...

How to Send E-Sign Reminders Open the "Work Dashboard". Go to the "Out to Sign" tab — this shows all clients whose e-sign requests...

Once a document signed by a client you will receive a notification through your email with an attached document. Related article: how to send email directl...

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" usi...

What’s the process for cancelling a sent e-signature? The form  with "Out to Sign" status means that the form sent for esign to your client.  ...