Once a client or entity's digital form has been reviewed and completed by your firm, the form can be sent to the client or authorised user for eSignatures through the platform.
To send the digital form for signing via the portal, your firm must have a subscription that includes the eSignatures capability. You can upgrade your subscription by contacting Support , your Partner Enablement Manager or through the portal: How do I upgrade my subscription?
To Send a completed digital form for signing:
- In the portal, navigate to Digital forms and select the form sub-category (Fact find, Tax, Onboarding).
Within the form sub-category, click on the type of form you want to send to the client to sign.
- Within the digital form, you will see there are seven status tabs. Click on the 'Complete' tab.
Under the "Actions" column, click on the 'Request eSignature' button.
The Request eSignatures screen will appear. For more information about requesting eSignatures, follow on from step 3 in How do I upload a document/s for digital signing?
- The digital form will now be sitting in the ‘Pending Signature’ tab within the form area until the client has signed.
You can also view and manage the eSignature request via the eSignature area of the portal. For more information see Where can I get a list of all outstanding signatures for digital documents sent for signing?
Note: If you are not subscribed to digital document signing via the portal, completed digital forms can be downloaded via the Actions tab in the ‘Complete’ tab area