E-signature and Manual signing controls

How to cancel the form that has been sent for e-signature?
Question: How to cancel sent e-signature?  Answer: The form  with "Out to Sign" status means that the form sent for esign to your client.  To ...
Sat, 16 Mar, 2024 at 9:23 PM
E-Signature for "Financial Reports"
Click here to redirect
Sat, 16 Mar, 2024 at 5:36 PM
How to get signed copy of the client tax return with e-signature?
In this guide: Download Signed copy  Set up Notification Feature Extract form Status Download Signed copy  To download  "Signed" copy of th...
Tue, 19 Nov, 2024 at 11:16 AM
The client cannot sign the esignature request
Question: The client cannot sign the eisgnature request (ie client is using a MAC and it restricts and treated as a virus) Solution:  Step 1: Ask a team m...
Fri, 28 Jan, 2022 at 8:18 AM
How to "Cancel" esignature request?
Mon, 7 Feb, 2022 at 8:26 AM
E-signature Authenticator (SMS or Birthdate)
This guide outlines the process for changing the e-signature authenticator for a single/certain client only. If the agent intends to apply a general e-signa...
Thu, 19 Dec, 2024 at 9:25 AM
Audit Trail for "Out To Sign"
Note that, the system picks up the first attempt date in sending the E-Signature request. Even if the agent re-sent the esign request, the "Dashboard&q...
Mon, 24 Oct, 2022 at 8:41 AM
Esignature request (mail) as "Junk"
Usually LodgeiT doesn't have issues with message delivery, however there is a chance that it's considered as spam so the email could get got to Junk...
Thu, 31 Oct, 2024 at 9:38 AM