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Step-by-step Guide

Uploading External Documents to an eSign Envelope

Article ID: 3315
Last updated: 04 Jul, 2023

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.

  1. Within the envelope, select the Manage Documents screen.
  2. Click Add TaxCalc Documents to upload TaxCalc work items.
  3. Click the Upload Document button and choose any external saved document.
Article ID: 3315
Last updated: 04 Jul, 2023
Revision: 1
Views: 88
This article was:  


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folder Tips and Tricks