Knowledge Base - eSign Centre

eSign Centre

	E-Sign (Getting Started) 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...
	10 Oct, 2023 Views: 3640

	Viewing eSign Activity in Communications Centre Communications Activity in the client record is automatically updated to display emails sent to request signature and document signed. You can also view the signed document by clicking on the hyperlink on the Communications Activity screen.
	20 Feb, 2024 Views: 1477

	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...
	02 Dec, 2024 Views: 941

	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...
	29 Mar, 2023 Views: 803

	"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...
	05 Apr, 2022 Views: 632

	When an eSign envelope is sent, how do I view all documents within Signable on a computer When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
	02 Dec, 2024 Views: 600

	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...
	29 Mar, 2023 Views: 583

	Envelope Statuses Within eSign Centre the envelope is assigned a status depending on its current processing stage. The statuses are: Created - the envelope has been created but not yet sent Sent - the envelope has been sent from TaxCalc and is pending a status update Sent to Client - the envelope has been...
	04 Jul, 2023 Views: 452

	Tips and Tricks Home Page Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
	27 Jun, 2024 Views: 390

	Unable to Open Document, when trying to upload a pdf file from a network drive to a new envelope in TaxCalc If you get the below error when trying to upload a pdf from a network drive to a new envelope in TaxCalc, please review the below steps. After clicking ‘Upload Document’ from the TaxCalc Envelope ‘Manage Documents’ page, you will need to: Select the network drive where you file is...
	22 Aug, 2022 Views: 377

	When an eSign envelope is sent, how do I view all documents within Signable on a mobile phone When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
	02 Dec, 2024 Views: 367

	Adding Other Relationships to an Envelope eSign Centre allows you to add different relationships to an eSign envelope. You can also add ceased relationships as recipients if required. On the Recipient screen, simply click Add/Manage Relationships and manage client’s relationships directly from eSign Centre. You can choose existing...
	07 Dec, 2023 Views: 351

	How to use custom eSign email templates Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
	02 Dec, 2024 Views: 324

	Uploading External Documents to an eSign Envelope From eSign Centre you can send documents to your clients and contacts for signing. You can upload any TaxCalc document to your envelope, as well as any external documents from your computer. Within the envelope, select the Manage Documents screen. Click Add TaxCalc Documents to upload TaxCalc...
	04 Jul, 2023 Views: 283

	How to get rid of the eSign notification When the envelope has been signed and completed by the client, the user who created the envelope will receive a notification within the TaxCalc application. Notifications ( Far top Right ) eSign Document Status > Show details View Document Click on the envelope Click on the cross under...
	25 Feb, 2025 Views: 275