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This article applies to:

  • Product: safesend
  • Audiences: Staff

In-office eSign

With In-office eSign, the client can eSign in person in your office using a PC or tablet. It's only available for returns, and isn't compatible with
Signatures
,
Organizers
, or
Gather
.
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Permissions
System administrators get access by default. Other people need permission to access this feature.
note
Only administrators have access to the
Account Management
 and
User Management
 sections.
Create a Custom User Group
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    in the Tools section.
  3. Select
    User Management
     in the left panel.
  4. Select the
    User Groups
    tab.
  5. Select
    Add User Group
    .
  6. Add the
    Name
     of the group.
  7. Add
    Description
    .
    • This can be a general description of what roles this group has.
    • There is a 100 character limit.
  8. Select the
    Roles
     for the group.
    • They need
      In-Office E-Sign
       permission.
    • Include any other permissions.
  9. Select
    Add Group
    .
Add Users to the Group
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
     in the Tools section.
  3. Select
    User Management
     in the left panel.
  4. Select
    Edit
     in the
    Actions
    column for a person.
  5. Mark the
    In-Office E-Sign
     checkbox in the
    User Group
    section.
  6. Select
    Update
     to save any changes.
Sign using In-office eSign
  1. Select
    In-Office E-Sign
     from the home screen.
  2. Enter the
    Client ID
     or
    Client Name
     to search for all delivered and archived returns.
  3. Select
    Search
    .
  4. Select
    Tax Returns
     or
    Signatures
    , then locate the item to be signed.
  5. Select
    Get Started
    .
  6. Select
    Yes
     to proceed.
  7. A new tab opens to the standard
    Client Experience
     for the tax return or signature document.
In-Office eSign dashboard
You can do the following on the dashboard:
  1. Search for clients using the
    Client ID
     or
    Client Name
    .
    tip
    You can search for partial information.
  2. Use the columns to verify the
    Tax Year
    ,
    Client ID
    , or
    Name
    .
    note
    The
    Group
     icon appears next to the name if the return is part of a group.
  3. Verify the
    Return Status
    .
    • Only returns with
      Awaiting E-Sign
       or
      Partially E-Signed
       statuses show.
  4. Select
    Get Started
     to open the client experience.
  5. Select the
    Refresh
     icon to refresh the page.
  6. Use the arrows to move to another page.

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