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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...
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11 Aug, 2020
Views: 940
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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...
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17 Oct, 2019
Views: 321
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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...
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24 Mar, 2020
Views: 184
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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...
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01 Apr, 2020
Views: 169
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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...
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26 Mar, 2020
Views: 80
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"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...
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15 Dec, 2020
Views: 0
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