--- title: "Onboarding: E-Signature" description: This article walks you through how to upload a document, assign signers, and send it for e-signature in CountingWorks PRO. --- [Skip to content](https://help.countingworkspro.com/onboarding-e-signature#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/?hsLang=en) 2. [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en) 3. [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process) # Onboarding: E-Signature ## This article walks you through how to upload a document, assign signers, and send it for e-signature in CountingWorks PRO.   #### This article walks you through how to upload a document, assign signers, and send it for e-signature in CountingWorks PRO. --- #### **Step 1: Navigate to E-Sign** 1. From the left-hand menu, click **Forms** 2. At the top of the page, click **E-Sign** --- #### **Step 2: Create a Document** 1. Click **Create Document** 2. Choose one of the following: - **Blank Document** (to create a new document), or - Upload an existing file (e.g., Form 8879 exported from your tax software) 3. Drag and drop your document into the upload area ![1-Apr-02-2026-09-06-22-4781-PM](https://help.countingworkspro.com/hs-fs/hubfs/1-Apr-02-2026-09-06-22-4781-PM.png?width=670&height=418&name=1-Apr-02-2026-09-06-22-4781-PM.png) 4. Enter a **Document Name** 5. Check the confirmation box to proceed --- #### **Step 3: Add Signature Fields** 1. Drag and place signature fields onto the document: - **Signature box** - **Date signed box** 2. Position fields where the client should sign 3. Adjust placement to ensure alignment and readability ![2-Apr-02-2026-09-08-08-6625-PM](https://help.countingworkspro.com/hs-fs/hubfs/2-Apr-02-2026-09-08-08-6625-PM.png?width=670&height=418&name=2-Apr-02-2026-09-08-08-6625-PM.png) --- #### **Step 4: Add a Collaborator (Optional)** If more than one person needs to sign (e.g., spouse, partner, attorney): 1. Click **Add Collaborator** 2. Assign a role (e.g., “Spouse”) 3. Select the collaborator from the dropdown 4. Place their **signature** and **date fields** on the document ![3-Apr-02-2026-09-08-39-3391-PM](https://help.countingworkspro.com/hs-fs/hubfs/3-Apr-02-2026-09-08-39-3391-PM.png?width=670&height=418&name=3-Apr-02-2026-09-08-39-3391-PM.png) --- #### **Step 5: Save the Document** - Click **Save** once all signature fields are properly placed --- #### **Step 6: Send the Document for Signature** 1. Locate your document in the list 2. Click **Request Signature** 3. Select the client (primary signer) 4. Select any collaborators (if applicable) ![4-Apr-02-2026-09-08-55-4477-PM](https://help.countingworkspro.com/hs-fs/hubfs/4-Apr-02-2026-09-08-55-4477-PM.png?width=670&height=418&name=4-Apr-02-2026-09-08-55-4477-PM.png) --- #### **Step 7: (Optional) Enable Identity Verification** - You can enter a **mobile number** to enable identity verification (KBA) - The signer will: 1. Receive an email 2. Click to sign 3. Receive a text message with a verification code ![5-Apr-02-2026-09-09-13-0520-PM](https://help.countingworkspro.com/hs-fs/hubfs/5-Apr-02-2026-09-09-13-0520-PM.png?width=670&height=418&name=5-Apr-02-2026-09-09-13-0520-PM.png) --- #### **Step 8: Send the Request** - Click **Request Signature** to send the document The client will receive an email prompting them to sign. --- #### **Step 9: Client Signing Experience** 1. Client opens the email and clicks **Sign Document** 2. They can: - Draw their signature - Type their signature 3. Click **Proceed** and **Agree** to complete signing ![6-Apr-02-2026-09-09-32-9356-PM](https://help.countingworkspro.com/hs-fs/hubfs/6-Apr-02-2026-09-09-32-9356-PM.png?width=670&height=418&name=6-Apr-02-2026-09-09-32-9356-PM.png) --- #### **Step 10: Track Signature Status** 1. Go to the **Overview** tab 2. Locate the document status: - **Waiting Signature** - **Completed** 3. Click **View Details** to: - See who has signed - Check delivery status - Send reminders ![7-Apr-02-2026-09-09-48-1612-PM](https://help.countingworkspro.com/hs-fs/hubfs/7-Apr-02-2026-09-09-48-1612-PM.png?width=670&height=391&name=7-Apr-02-2026-09-09-48-1612-PM.png) --- #### **Step 11: Send Reminders** - Open the document details - Click **Send Reminder** to notify outstanding signers ![8-Apr-02-2026-09-10-52-2761-PM](https://help.countingworkspro.com/hs-fs/hubfs/8-Apr-02-2026-09-10-52-2761-PM.png?width=670&height=391&name=8-Apr-02-2026-09-10-52-2761-PM.png) --- #### **Notes** - Documents cannot be edited once sent for signature - Delivery status will show if the email was successfully sent       - [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#main-content) - [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#signing-up-with-countingworks-pro) - [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#choosing-the-right-countingworks-pro-plan) - [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-pricing) - [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#building-my-website) - [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process) - [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#main-content) - [General](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#general) - [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#max-ai) - [Website](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#website) - [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#reviews) - [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#practicebot) - [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#social-media) - [Leads](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#leads) - [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#subscriber-lists) - [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#newsletters) - [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#campaigns) - [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#clienthub) - [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#appointments) - [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#manage-team) - [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#ai-agents) - [Client View](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#client-view) - [Portal 2.0](https://help.countingworkspro.com/portal-2-0?hsLang=en#main-content) - [Getting Started](https://help.countingworkspro.com/portal-2-0?hsLang=en#getting-started) - [Messages](https://help.countingworkspro.com/portal-2-0?hsLang=en#messages) - [TeleAccountant](https://help.countingworkspro.com/portal-2-0?hsLang=en#teleaccountant) - [Clients](https://help.countingworkspro.com/portal-2-0?hsLang=en#clients) - [Social Media](https://help.countingworkspro.com/portal-2-0?hsLang=en#social-media) - [Communications](https://help.countingworkspro.com/portal-2-0?hsLang=en#communications) - [Leads](https://help.countingworkspro.com/portal-2-0?hsLang=en#leads) - [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0?hsLang=en#admin-users-and-roles) - [Website](https://help.countingworkspro.com/portal-2-0?hsLang=en#website) - [eSign](https://help.countingworkspro.com/portal-2-0?hsLang=en#esign) - [Marketing Library](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketing-library) - [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0?hsLang=en#appointment-scheduler) - [Trello](https://help.countingworkspro.com/portal-2-0?hsLang=en#trello) - [Blog Content](https://help.countingworkspro.com/portal-2-0?hsLang=en#blog-content) - [Email Notifications](https://help.countingworkspro.com/portal-2-0?hsLang=en#email-notifications) - [Marketplace](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketplace) - [Cancellation](https://help.countingworkspro.com/portal-2-0?hsLang=en#cancellation) - [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0?hsLang=en#miscellaneous-issues) - [Portal Client View](https://help.countingworkspro.com/portal-2-0?hsLang=en#portal-client-view) - [2.0 System Performance](https://help.countingworkspro.com/portal-2-0?hsLang=en#2-0-system-performance) - [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#main-content) - [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#virtual-tax-update-review-conference) - [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#how-do-i-take-a-course) - [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#passwords-and-settings) - [General Information](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#general-information) - [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#clientwhys-connect-tax-forum) - [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#big-book-of-taxes) - [Green Portal](https://help.countingworkspro.com/green-portal?hsLang=en#main-content) - [Automated Newsletter](https://help.countingworkspro.com/green-portal?hsLang=en#automated-newsletter) - [eSign](https://help.countingworkspro.com/green-portal?hsLang=en#esign) - [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal?hsLang=en#online-appointments-reminders) - [Client Management](https://help.countingworkspro.com/green-portal?hsLang=en#client-management) - [Improve Your Presence](https://help.countingworkspro.com/green-portal?hsLang=en#improve-your-presence) - [Message Center](https://help.countingworkspro.com/green-portal?hsLang=en#message-center) - [Professional View Portal](https://help.countingworkspro.com/green-portal?hsLang=en#professional-view-portal) - [Tips & Tricks](https://help.countingworkspro.com/green-portal?hsLang=en#tips-tricks) - [Domains](https://help.countingworkspro.com/green-portal?hsLang=en#domains) - [Website Editor Plugins](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor-plugins) - [Website Editor](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor) - [Social Media](https://help.countingworkspro.com/green-portal?hsLang=en#social-media) - [Admin Users and Roles](https://help.countingworkspro.com/green-portal?hsLang=en#admin-users-and-roles) - [Security](https://help.countingworkspro.com/green-portal?hsLang=en#security) - [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal?hsLang=en#leads-automated-lead-management) - [Communication - Special Announcements](https://help.countingworkspro.com/green-portal?hsLang=en#communication-special-announcements) - [Subscriber Management](https://help.countingworkspro.com/green-portal?hsLang=en#subscriber-management) - [Client Alerts](https://help.countingworkspro.com/green-portal?hsLang=en#client-alerts) - [Greetings](https://help.countingworkspro.com/green-portal?hsLang=en#greetings) - [Portal Client View](https://help.countingworkspro.com/green-portal?hsLang=en#portal-client-view) - [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#main-content) - [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#taxbuzz-ai) - [Tools](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#tools) - [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#section-heading) - [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#update-your-listing) - [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#claim-your-listing) - [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#main-content) - [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#leaving-rackspace) - [General](https://help.countingworkspro.com/general?hsLang=en#main-content) - [System Status](https://help.countingworkspro.com/general?hsLang=en#system-status) - [Announcements](https://help.countingworkspro.com/general?hsLang=en#announcements) - [Billing](https://help.countingworkspro.com/general?hsLang=en#billing) - [Managing My Account](https://help.countingworkspro.com/general?hsLang=en#managing-my-account) - [Domains](https://help.countingworkspro.com/general?hsLang=en#domains) - [Support and Technical Issues](https://help.countingworkspro.com/general?hsLang=en#support-and-technical-issues) - [Email Security and Spam Warnings](https://help.countingworkspro.com/general?hsLang=en#email-security-and-spam-warnings) - [ADA Compliance](https://help.countingworkspro.com/general?hsLang=en#ada-compliance) - [ADP](https://help.countingworkspro.com/adp?hsLang=en#main-content) - [ADP Video Tutorials](https://help.countingworkspro.com/adp?hsLang=en#adp-video-tutorials) - [Profile and Settings](https://help.countingworkspro.com/adp?hsLang=en#profile-and-settings) - [CW Employees](https://help.countingworkspro.com/cw-employees?hsLang=en#main-content) - [Account Basics](https://help.countingworkspro.com/cw-employees?hsLang=en#account-basics) - [Bugs](https://help.countingworkspro.com/cw-employees?hsLang=en#bugs) - [Website Launching](https://help.countingworkspro.com/cw-employees?hsLang=en#website-launching) [![Chill listening crop-3](https://help.countingworkspro.com/hs-fs/hubfs/CountingWorks_Pro_Stacked_180w-(1)a.png?width=83&height=32&name=CountingWorks_Pro_Stacked_180w-(1)a.png "Chill listening crop-3")](https://www.countingworkspro.com/) countingworkspro.com Help Center Copyright © 2026, CountingWorks, Inc.