1. Select +Add New.
2. Select eDoc.
3. Choose the Recipient(s) and click OK. Click into the To field to add additional recipients.
Note: eDocs can have multiple signers but they must have their own Liscio account. This only counts as one document.
For joint returns with two signers using a single email address, use Smart Tax Delivery with the Sign on Same Device option. This allows both signers to electronically sign without needing separate Liscio accounts.
4. Choose to have a Signing Order or not. This means that the document will be sent for signature to the first recipient and will not be sent to the second recipient until the first recipient completes their portion.
5. If you'd like to include KBA (knowledge base authentication), check the KBA checkbox. KBA is typically used when sending 8879s for signature.
7. Add an Agreement Title and Description.
8. You can now add your file. You can add this by:
Dragging & dropping a file.
Attaching from the Liscio Vault
Attaching from your Document Management System.
Browsing on your computer.
9. Select Prepare Doc for Signing.
10. On this next step, you'll see the Adobe Sign Integration. You can use the authoring tools on the left by dragging & dropping the field onto the appropriate spot on the form. You can bring in:
E-Signature
Initials
Recipient name
Recipient email
Date of Signing
Text
Date
Number
Checkbox
Radio button
or select View more to see additional items.
11. If you'd like to save this form as a template, select Save in the lower-left corner.
12. Select Send.
Note: the Adobe integration may not function if you are accessing Liscio via Incognito Mode, Private Browsing mode, or if you have Third-Party Cookies disabled in your web browser.