How to provide e-signature

Whenever your preparer request a signature from you, you will be able to see the notification inside your home page's "TO-DO list"

  • You can recognize this type of notification by the icon and description which says "Document pending Signature"

  • Click the notification

  • You will be redirected to the document where you will then be able to sign it

  • Alternatively, if you go to the document page on the left side bar, you can open the same documenty from here as well

  • It will be visible in the "Waiting for Action" window

TO SIGN THE DOCUMENT

  • you need to click the signature field. If you cannot see it right away because it might be on the different page of the document

  • you can click on the "START' button on the right and it will move you to the correct page

  • Once you click on the field a new menu will slide out were you can then enter your name as well as your initials

  • Alternatively, you can draw your signature instead of typing one

  • Click on the "Draw" tab, then draw the signature as you would on person

  • Once done drawing it, Click on the "Insert Everywhere" tag, to enter your signature to all the signature fields in the document

  • You can also do the same with your initials if you want them to be drawn as well

  • If you haven't unable the option to enter your signature or your initials everywhere in the document, Then you can still do so manually

  • Click the signature fields

  • You can see how many signature fields left on the top right section of the page

  • Once done, click on the "Finish" button

  • If you open the document again afterwards, you will be able to see that you successful signed it

  • If you open another document that you need to sign, You'll be able to just click on the fields to automatically enter your information, just like on the previous document.

  • If you need to change your signature or Initials, click on the field again, the same original slide out will appear, you can change your information

  • you will be able to update the fields that you already signed inside the document by tagging on the " Insert Everywhere" option

  • Click INSERT