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An agent is authorized to access the client’s tax return that has been electronically signed. In this guide: Download Signed copy  Set up Notification F...

1. Set up and customise the notification feature:, via Gear wheel > Settings > Esign  Tick the box of "Attach signed document copy to email...

Question: The client cannot sign the eisgnature request (ie client is using a MAC and it restricts and treated as a virus) Solution:  Step 1: Ask a team m...

This guide outlines the process for changing the e-signature authenticator for a single/certain client only. If the agent intends to apply a general e-signa...

Note that, the system picks up the first attempt date in sending the E-Signature request. Even if the agent re-sent the esign request, the "Dashboard&q...

Usually Lodgeit doesn't have issues with message delivery, however there is a chance that it's considered as spam so the email could get got to Junk...

There are several factors that affect the success of recalling an email, such as whether the recipient has already opened it and how much time has passed si...

Lodgeit uses signatory's contact details to send e-signature (via Client's Settings) The default details are the information from the "Contact...

Verifying E-Signature Requests vs. Out to Sign Before proceeding, please confirm whether you sent the document using “Request E-Signature” and not “Out to ...