Onboarding: E-Signature

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
   
   
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

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

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)

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

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

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

Step 11: Send Reminders

• Open the document details
• Click Send Reminder to notify outstanding signers

Notes

• Documents cannot be edited once sent for signature
• Delivery status will show if the email was successfully sent