eSign Custom Template Tutorial

Wendy Claypool -

This tutorial will review how to use the custom template to create either a one off signature or recurring signature template. The eSign application is charged per document, with a falling scale per document the more you use. There is no additional monthly fee. The eSign tool can accommodate single signers, spouses and multiple signature requests. The system includes a complete audit trail for compliance. 

  • Unlimited users
  • No additional monthly fee – pay per document, as low as .50 each
  •  Integrated into your client portal with your branding
  • Clients can sign from anywhere, including mobile
  • Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s


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