Send for Signature

You can send documents to clients that need to be e-signed and are separate from documents that could be sent with a return package at any time of the year. This article outlines uploading, adding signature controls, and delivering to clients. 

Please Note:

• Up to 30 documents can be sent in each transaction.
• Word documents and PDFs only (.doc, .docx, .pdf).
• Documents should not be password-protected when uploaded. 
• Documents remain separated when completed.
• Word documents are converted to PDF and can’t be edited.
• Reporting information is separate from returns reporting.

Sending Documents for E-Signature

Important

A document becomes Locked if the system times out or the user does not select Save & Close before exiting out of processing. Follow the steps below to unlock:

1. Navigate to the Locked section. 
2. Select the document(s) you wish to unlock and select Unlock via the Bulk Actions OR
3. Select Unlock under the Action menu. 

Upload Files

1. Drag and drop or click Choose File to open your File Explorer to upload files. 
2. Select Access (Optional) allows you to restrict other users from being able to view the document on the Delivered and Archived reports. 
3. Enter Client ID (Optional).
4. Enter Client Name.
5. Select an Office Location. 
6. Select a Tax Year.
7. Select a Document Type.
   • Expires On date automatically updates based on the Document Type selected.
     • Click the date to edit it. 
     • View Adding Document Types for more information on how to set the default retention period for each document type. 
8. Click Delete if the document was uploaded in error.
9. Select Next.

Add Signers

Recipient Information

1. Click the Sender drop-down to select the sender name displayed to the client.
   • The Sender is the company name by default.
   • The Sender can be changed to another user. View our Sender Delegation article for more details.
   • The sender's name appears in front of [e-mail] in client emails. 
2. Click the Sender Signing drop-down to select a signing option for the sender.  
   • If the name is set to the company, the only option is Sender does not sign.
3. Select a Signing Sequence option. See the Signing Sequence section below for more information about this feature.  
4. Click Add Recipients to add additional recipients or signers.
5. Enter the Recipient(s) email address for each signer and CC recipient.
   • The same email address can be used for a maximum of 2 signers.  
6. Click the Recipient Type drop-down to select the type of recipient based on signing needs. 

   Important

   CC recipients do not receive the document until all signers have signed, regardless of the Signing Sequence settings. 
7. Click the Link Authentication drop-down to select the type of authentication.
   • Leave blank to provide no signer authentication.
8. Enter an answer for each Question/Answer authentication selection. 

Signing Sequence 

1. Click Parallel Signing Sequence to send the document to all signers simultaneously.
2. Click Custom Signing Sequence to select the order each person signs.  
   1. Click into the Signing Sequence Number box to edit the signer number OR
   2. Drag/drop the Signing Sequence Number box to reorder the signing sequence. 
      • The same number for multiple signers indicates they will receive the document simultaneously. 
      • CC recipients are always listed last and will not receive the document until all signers have signed. 

Message Configuration

1. Select a Template from the drop-down (see our Signature Settings article for more information) OR
   • Select Custom Message to add a message that has not been added to Saved Messages in the settings.
2. Edit or add a Subject. 
3. Edit or add a Message Body.
4. Select Save & Close to save as a Draft OR
5. Select Next.

Add e-Signatures

Signature Fields

1. Select the appropriate Recipient from the drop-down. 
2. Drag and drop each signature field onto each document.
   
   • The signer fields are highlighted for the selected Recipient.
   • Signature blocks can be marked as required or optional. 
   • Initials, Printed Name, Company Field, and Title are required and cannot be made optional. 
   • Date Signed populates automatically for the signer. 
3. Click the Reset icon to clear the document of all signature controls and return the document to its original state.
4. Click the Undo icon to undo the last action.
   • Undo does not remove Signature Fields. 
5. Select Save & Close to save as a Draft OR
6. Select Next to continue processing. 

Additional Signature Controls

You can add text boxes, radio buttons, and checkboxes in addition to the standard signature controls. Using these controls, you can create if/then question/answer options for the client. See our Additional Signature Controls article for more information. 

Review & Send

1. Review Document Details
   • Client ID
   • Client Name
   • Office Location
   • File information
2. Select the drop-down for Notify about signing event.. to select the user who receives a notification when the document has been signed. 
   • The default value for this field can be updated in your My Settings menu. 
3. Toggle Reminders on/off to adjust automated reminders to sign. 
   • Select the drop-down to adjust the days in between each reminder. 
4. Click Save & Close to save as Draft OR
5. Click Submit to send.

Please note:

If a signature field is not placed for one of the signers, you receive a prompt confirming if you still want to send the document.

Draft Dashboard

Bulk Actions Icons

Info

Click on the checkbox next to the document(s) to enable the Bulk Action Icons. 

1. Click Set Access to restrict other users from being able to view the document(s) on the Delivered and Archived reports.
2. Click Assign To to assign another user to send the document for signature.
3. Click Delete to delete the document. 

Document Actions

Info

Click on the ellipses (...) to open more actions. 

1. Click Resume to allow you to continue processing the document where you left off. 
2. Click Delete to delete the document. 
3. Click Set Access to assign another user to send the document for signature. 
4. Click Report a Problem to send a ticket to the support team. 

Related Articles

Adding Document Types

Sender Delegation

Additional Signature Controls

Signature Settings

My Settings