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update and add templates to LINK

Level 1

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

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Level 15

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

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Still an AllStar
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Level 1

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

 

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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.

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Still an AllStar
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