-
Getting Started with CountingWorks PRO
-
CountingWorks PRO 3.0
-
Portal 2.0
-
CountingWorks Learning Center
-
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
-
TaxBuzz / CountingWorks
-
Rackspace Email Set Up
-
General
-
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
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898917/0f119efc88a81da749785f73/Esigntab.png)
Step 1 – Set Up the custom eSign template
Click the Gear
Select Create Custom Template
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898918/4db8497201b49c650da5763a/CreateCustomtemplate.png)
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
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898922/893c1733e1f16e04bd78d9a6/PIN.png)
Step 2 – Create the Client's Security ID (PIN)
Click on Clients
Select the Client
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898927/67191a64e5e6cb7ffe8162c2/clienttab.png)
Click the Settings icon located at the bottom of the page
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898930/5338d5d1701efe18edb04655/Settings.png)
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
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898933/d84e6320c9ffc493d72951fc/securityid.png)
Step 3 – Send the eSign document.
The client will receive the following message when they click on the link in the eSign email.
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229898936/6b849b13767e9fe2d1752295/esignmessage.png)