Add placeholders to documents and send documents for eSignature

Before you start

Make sure you're assigned to a permission group that has
Document Approvals
enabled.
You have to be licensed for eSignatures for them to be available in Onvio. You can contact your sales representative to find out more.

Add eSignatures placeholders

In Onvio Center, select
Documents
, then
Communications
.
Select
Add
, then
Approval Request.
Select a Client from the list.
Select at least one Recipient from the list.
You can have up to four different recipients on an approval request.
If you have multiple individuals on an approval request, the document will only be approved if all individuals sign the document.
The
Send via Client Center
option will only be enabled if the recipient is an Individual and has a relationship to the selected client.
If you select
Send via Client Center
and the recipient is not registered for Client Center, then they will receive an email invitation to register.
To add a document, select the
Add Document
link, then select a document.
eSignatures can only be placed on PDFs in Onvio.
You can send up to 10 documents in a single request.
To add eSignatures to the PDF, turn the eSignatures switch on.
To place the eSignatures in the document, select
Add eSignature placeholders
.
You can select three placeholders: Signature, Date, and Initials.
To add the placeholders, drag and drop the placeholders to the desired locations on the PDF and select
Save
.
If the eSignature requires Identity Verification, such as the form 8879, turn the
Identity Verification Required
switch on.

Send documents for eSignatures

Complete the steps above, then enter a
Due Date
and
Expiration Date
.
To enable a password for the email recipient, select
Require the recipient to enter a unique password to view the request
and enter a password.
Onvio will not communicate the password to the email recipient. We recommend that you verbally notify the recipient of the password.
Enter a subject for the request into the
Message Subject
. This will be the subject line of the email notification.
Adjust the message to the recipient.
Once you have entered all the information, select
Send
to send the request.