Use eDocs to send forms for secure electronic signature. Here's how:
Select +Add New → eDoc
Add Signers
In the To field, select the person or people who need to sign. Each signer must have their own Liscio account.
Note: For joint returns with two signers using a single email, use Smart Tax Delivery with Sign on Same Device.
Set a Signing Order (optional)
If enabled, the second signer will not receive the document until the first signer
Turn On KBA (optional-typically used for 8879 forms)
Add a Title and Message
Attach Your Document
Drag and drop a file
Use a file from the Liscio Vault
Choose from your Document Management System
Upload from your computer
Select Prepare Doc for Signing
Prepare the Document
In the Adobe screen, select fields from the left and place them on the document.
Common fields:
Signature
Initials
Date
Name
Email
Checkboxes
Text fields
Select View More to see additional field options.
Save as a Template (Optional)
Want to reuse the form later? Select Save in the bottom left.
Send the eDoc
When finished, select Send.
Note: The Adobe integration may not function if you are using Incognito Mode, Private Browsing, or have Third-Party Cookies disabled. Browsers set on Dark Mode may also lead to difficulty seeing the Fields while creating eDocs.