Skip to main content
Manage preparers
Search
Search e-Form RS Support Help and Support.

This article applies to:

  • Product: e-Form RS
  • Subject: setup

Add a Preparer to e-Form RS

Use the Administration menu to add a new Preparer.
You'll need to have permission to
Add, Edit, and Delete Preparer Info
, which can be granted by your account administrator.
  1. Select
    My Preparers
     from the
    Administration
     menu.
    The
    My Preparers screen
     shows a list of existing Preparers and corresponding Preparer forms.
  2. Enter information about the new Preparer.
  3. note
    Use
    Alternate ID
     if the Preparer is the company name, but each signer has different email addresses or phone numbers. If you leave
    Preparer Name
     blank on the Preparer Profile screen, the Preparer Name field will be blank on forms so that you can enter it as needed.
  4. Select
    Save
    .
tip
If you have the necessary account-level permissions, you can add a Default Preparer that will be assigned to any new client profiles.

Related Content