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
Related video, click here Navigate to gear wheel, and select "Settings" then press "E-sign" Review, tick and assign whatever is ...
Tue, 14 Sep, 2021 at 10:14 AM
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 &q...
Tue, 6 Oct, 2020 at 8:16 AM
Electronic Signing. It is when the user sends an e-sign requests via Lodgeit. Tax form should be in "Completed" status - Scroll through the b...
Sun, 19 Sep, 2021 at 10:02 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...
Wed, 29 Sep, 2021 at 12:50 PM
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 client you want to send an e-sign reminder, then, press the button "Sen...
Tue, 14 Sep, 2021 at 9:51 AM
LodgeiT uses signatory's contact details to send e-signature (via Client's Settings) The default details are the information from the "Conta...
Tue, 14 Sep, 2021 at 10:15 AM
Question: May I please know how to get the signed copy of the client's tax return with the esignature certification. Answer: 1. Via Gear wheel >...
Wed, 6 Oct, 2021 at 7:06 AM