eSign Custom Template Tutorial

This tutorial will review how to use the custom template to create either a one off signature or recurring signature template. The eSign application is charged per document, with a falling scale per document the more you use. There is no additional monthly fee. The eSign tool can accommodate single signers, spouses and multiple signature requests. The system includes a complete audit trail for compliance.

  • Unlimited users

  • No additional monthly fee – pay per document, as low as .50 each

  • Integrated into your client portal with your branding

  • Clients can sign from anywhere, including mobile

  • Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s