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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
Sending Custom eSign Templates with Identity Verification
You can create a custom eSign template which requires a client to enter a Pin prior to signing a document.
Login to your ClientWhys Admin at portal.clientwhys.com
Click on eSign
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Step 1 – Set Up the custom eSign template
Click the Gear
Select Create Custom Template
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Upload the Document
Enter the Template Name
Flag the Box – Requires Personal Identification Number (PIN)
Select the appropriate signers
Map the document
Click Next.
Save
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Step 2 – Create the Client's Security ID (PIN)
Click on Clients
Select the Client
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Click the Settings icon located at the bottom of the page
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Click Security
Enter a Security ID (PIN) - Toggle to the right, click edit and enter the Pin.
The PIN can be numbers or letters or a combination of both.
NOTE – you will need to notify the client of their Security ID (pin) prior to sending the eSign document
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Step 3 – Send the eSign document.
The client will receive the following message when they click on the link in the eSign email.
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