E-signature and Manual signing controls
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...
Tue, 14 Sep, 2021 at 10:20 AM
Navigate to gear wheel, and select "Settings" then press "E-sign" Review, tick and assign whatever is relevant for your firm, r...
Sat, 16 Mar, 2024 at 9:20 PM
Electronic Signing. It is when the user sends an e-signature requests via LodgeiT. (using our Thirdparty provider - HelloSign allows clients to sign documen...
Fri, 15 Dec, 2023 at 4:57 PM
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...
Fri, 22 Mar, 2024 at 10:25 PM
The "Primary Contact/Signatory" is the person who receives and signs the form. Adding e-signatory (person who receives the e-signature request), ...
Fri, 18 Aug, 2023 at 1:09 PM
Client reminders allow user to configure automatic notifications sending to their clients to remind them to sign electronic signature request if it was not ...
Fri, 22 Mar, 2024 at 10:57 PM
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...
Thu, 3 Nov, 2022 at 7:07 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" usi...
Tue, 14 Sep, 2021 at 10:15 AM
User is now able to send e-sign reminder in bulk action: Tick the box of those clients you want to send an e-sign reminder, then, press the button "Se...
Thu, 3 Nov, 2022 at 7:09 AM
LodgeiT uses signatory's contact details to send e-signature (via Client's Settings) The default details are the information from the "Contact...
Tue, 14 Sep, 2021 at 10:15 AM