How to create and send an E-Signature document

In order to send an E-Signature document to a client, you will first need the following items.

• A valid credit card entered on https://store.officetools.com/login/.
• A staff email setup in OfficeTools by CARET under Setup> Staff> Information for staff members that will send out E-Signatures.
• An email is listed under the email field on the contacts tab.
  
  • For E-Signature documents going to two different recipients, please ensure that the other recipient:
    • Is a dependent contact under the More Contacts button.
    • Has an email listed under the email field under the More Contacts section.
• A PDF document is listed under the Documents Tab for the client.

To send an E-Signature document follow the steps below.

1. Navigate to the Documents Tab.
2. Choose the document in question you would like to send and press the E-Signature button> Send selected document to be signed.
   Please note: You can also send an E-Signature by right-clicking on the document and selecting 'Send selected document to be signed'
   
3. From the window that populates navigate to the section of the document that requires a signature to be added and right-click on the section and select what type of field you will be entering.
   
4. A box will populate with a drop-down that allows for you to select who the signature field is for, including the staff member sending out the E-Signature. You can also drag and drop and expand the field boxes that populate to their appropriate locations.
   
5. Once you have inputted all fields necessary if you have not already set up all E-Signatures to use IRS compliance check in the 'Use IRS Compliance' checkmark at the top.
   
6. After everything is filled out and you are ready to send the E-Signature to the client click the 'Send for Signature' button.
   
7. If 'Use IRS Compliance' is checked in select which of the options you would like to use for verification.
   
8. Select Yes on the window prompting if you would like to send the document for E-Signature.
   
9. Select OK on the window stating the document has been uploaded for Signature.