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eSign Centre
E-Sign (Getting Started)
Pre Requisites This guide will assume the following: The client has been created The relationships table is up to date (excludes individual clients). An item of work is ready to be sent for approval. Opening the Envelope Launch eSign Centre. Select the Create New Envelope option from...
rating 11 Aug, 2020 Views: 1206
eSign Credentials – Email already in use
If you receive an error message titled Email already in use when trying to send an eSign envelope, it is because the email address you are trying to use has an account with Signable already associated with it. You will need to enter a new email address to be used with eSign Centre. After...
rating 17 Oct, 2019 Views: 412
Getting Started with eSign Centre
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns, sets of accounts and any other documents. Simply send over an electronic copy of the documents for the client to check, then once signed, you’ll be notified immediately where you can...
rating 01 Apr, 2020 Views: 334
Updating eSign Company Name or Email Address
In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left hand menu. Select eSign Centre and select the Customise eSign Centre option from the left hand menu. Alternatively, you can double click...
rating 24 Mar, 2020 Views: 267
Can I upload MS Word documents to an eSign envelope?
You can now include external PDF documents within your eSign envelope. This is particularly handy should you wish to send engagement letters to your clients. As engagement letters are generated in MS Word, you will need to convert them to PDF in order to upload them to the envelope. Converting...
rating 26 Mar, 2020 Views: 145
"Unable to Connect" using TaxCalc APIs
Under certain conditions we have seen some reports of access to certain areas of the application through APIs (Accounts Production Trial Balance Imports and Document Manager) not working as expected. You may get the below error or the options within the Accounts Production import screen may be...
rating 15 Dec, 2020 Views: 107