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Signatures

The Signatures feature lets you request a client signature on a PDF. Once the request is sent, it appears in your Signatures Delivered report in SafeSend. This tool offers a quick and easy way to request a client signature from Adobe.
note
The following applies to TicTie Calculate version 6.x. Refer to the Check your version of TicTie Calculate article for more information.
The client experience is the same for
Signatures
. Refer to the Signer Experience article for more information.
note
This feature is only available for firms in the Premium tier of SafeSend.
  1. In the TicTie Calculate
    Tools
     menu, select
    Signatures
    .
  2. Enter a
    Client ID
     and a
    Client Name
    .
  3. Select a
    Tax Year
    .
  4. Select a
    Document Type
    .
  5. Select an
    Expiration Date
    , then select
    Next
    .
  6. Enter one or more
    Signer Email
     addresses.
  7. Enter a
    Message
     for the signers, then select
    Next
    .
  8. Select a
    Recipient
     from the dropdown.
  9. Select a
    Signature Field
     to place.
  10. Select the PDF to place the block.
  11. Close the
    Send for Signature
     window to move or delete the placed blocks.
  12. Save
     the PDF.
  13. Select
    Send
    .
The
Status
 window displays the progress of the message delivery.

This article applies to:

  • Product: safesend
  • Audiences: Staff