update and add templates to LINK

Forum|Forum|5 years ago
January 26, 2021
1 reply
7 views

How do I add another document template? It is another form I need a signature on.

Intuit Link

This topic has been closed for replies.

itonewbie

Level 15

You need a wet signature on a document or an "electronic signature" (which it is really not) like the one for EL?

---------------------------------------------------------------------------------Still an AllStar

K

KG2Author

Level 2

Electronic like EL. Right now there is an engagement ltr, questions list and document list. I need to add one more letter.

itonewbie

Level 15

If that's something you need from every one of your clients to sign, you may as well incorporate that into your EL because the "electronic signature" function (that is not) is available only for EL.

If you'd like them to sign in wet ink, you can upload it as part of your Document Checklist using the "Act as taxpayer" function. They can then download it for signature and upload the signed copy as their response to you.

---------------------------------------------------------------------------------Still an AllStar

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