How to setup E-Signature

To set up E-Signature for OfficeTools by CARET please follow the steps below.

1. Login to the OfficeTools by CARET store with the main account's email here: https://store.officetools.com/login/.
   
2. Once you have logged into the website navigate to the Billing Information tab on the right.
   
3. From the Billing Information section select the 'Enter Credit Card Details' button.
   
   
   Please note: There is a $0.50 charge per completed E-Signature document.
4. Fill out the next page with your credit card information.
   
5. Select Submit.
   Please note: It may take about 10-15 minutes for this to be processed through and for E-Signature to become activated and may require you to close and reopen OfficeTools after that timeframe to see the changes within the software.
6. After you have added your credit card you can set up your E-Signature global settings under Setup> My Company> Information and Settings> Esignature.
7. From this window, you can detail the root folder for E-Signature form letters, toggle IRS Compliance, and set up Email notifications and the logo that appears on the E-Signature email your clients receive.
   
8. After you have set up the global settings from the above step press the OK button.
9. Lastly, ensure that all staff members who will be sending out E-Signatures have emails listed under Setup> Staff> Information.