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Sending a Document for E-Signature

Licensed User Experience:

  • Open SignatureFlow and select “Send For Signature”

  • Enter the Signer’s email address in the Signer’s field 

  • Ensure that the document acccess authentication is selected as desired (KBA for 8879s)
  • Ensure the signer instructions are correct
  • Ensure that the notification message is selected as desired

  • Attach your document in PDF format
  • Enter the Required Report Information (required Report Information cannot be blank)
  • Enter any Option Report Information if desired

 

  • Click “Continue to Signature Placement” – This will prepare the document for the next stage: Signature Placement

  • In the “Select Participant” window, you will see the email address of your signer(s)
  • Whichever participant is selected, you will be placing signature fields for
  • Select the desired participant

  • Drag & Drop signature field to desired location(s) (all places on the document that require a signature)

  • Once all signature fields have been placed, click “Send” to send the document

  • The document is now on its way to your client’s email inbox

 

Client Experience

Once the document has been sent, the primary taxpayer will receive an email notification. The notification will contain a link, which will open a document and request that the client electronically sign.

  • Open notification email and click on highlighted link

  • Follow the onscreen instructions "Start"

  • Follow the onscreen instructions – “Click here to sign”

  • Client will have 2 options when applying their signature(s)
  • Client can sign using their keyboard and typing their name
  • Client can use mouse, finger or stylus to draw their signature
  • Once signed, click “Apply”

  • Once applied, click "Next" to go to the next signature field

  • Once the client has finished applying their signature in all required locations, they simply “Click to Sign”

 

Licensed User:

  • Once the document is completely signed, the signer will receive a final copy. This copy can be accessed by clicking on the “Download Link” in their email notification

  • Or they may access the document through SignatureFlow application by clicking "Signature Report"
  • Right clicking the transaction
  • And downloading document

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202.

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