E-signature and Manual signing controls

Signing Documents Electronically Under Corporations Act 2001
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
E-signature Template
Related video, click here Navigate to gear wheel, and select "Settings"  then press "E-sign" Review, tick and assign whatever is ...
Mon, 6 Feb, 2023 at 7:24 AM
Out To Sign: Using E-Signature
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
Out To Sign: Manual Signature
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...
Thu, 26 Jan, 2023 at 12:29 PM
Settings - Primary Contact/Signatory
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
Automatic E-sign Reminders
Client reminders allow user to configure automatic notifications sending to their clients to remind them to sign electronic signature request if it was not ...
Thu, 3 Nov, 2022 at 7:13 AM
E-Sign Notifications
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
E-sign status card
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
Send E-sign Reminder (Bulk/Manual Approach)
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
How to change e-sign signatory?
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