E-signature and Manual signing controls
To help companies overcome some of the impacts of COVID-19, changes came into effect on 6 May 2020, modifying the operation of the Corporations Act 2001 (Ac...
Tue, 14 Sep, 2021 at 10:20 AM
Navigate to Gear wheel, and select "Settings" Then press "E-sign" Review, tick and assign whatever is relevant for your firm, r...
Wed, 15 Oct, 2025 at 9:34 AM
Electronic Signing.Electronic signing allows clients to sign documents digitally via LodgeiT, using a third-party provider (HelloSign). Clients can sign wit...
Thu, 16 Oct, 2025 at 1:55 PM
There are two types of out to sign: A. Electronic. It's when user sends e-sign requests via lodgeit. B. Manual. It's when user use the button &quo...
Fri, 22 Mar, 2024 at 10:25 PM
The "Primary Contact/Signatory" is the person who receives and signs the form. Adding e-signatory (person who receives the e-signature request), ...
Fri, 18 Aug, 2023 at 1:09 PM
Client reminders allow user to configure automatic notifications sending to their clients to remind them to sign electronic signature request if it was not ...
Wed, 17 Sep, 2025 at 9:04 AM
User is now able to send e-sign reminder in bulk action: Tick the box of those clients you want to send an e-sign reminder, then, press the button "Se...
Wed, 17 Sep, 2025 at 9:06 AM
Once a document signed by a client you will receive a notification through your email with an attached document. Related article: how to send email directl...
Thu, 3 Nov, 2022 at 7:07 AM
On all dashboards you can hover mouse on e-sign status to see who has already signed a document. Related Article: Process of "Out to Sign" usi...
Tue, 14 Sep, 2021 at 10:15 AM
What’s the process for cancelling a sent e-signature? The form with "Out to Sign" status means that the form sent for esign to your client. ...
Wed, 2 Jul, 2025 at 2:33 PM