E-signature and Manual signing controls
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
To download "Signed" copy of the form, click the 3 dots and select "Download Signed copy" Also, best to check the following: 1. Se...
Thu, 14 Sep, 2023 at 11:34 AM
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
Video guide on how to send financial statements and tax returns using SMS as the client Authentication. Video guide on how to send financial statements and...
Thu, 2 Feb, 2023 at 10:27 AM
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