🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Signatures (Advanced): Create & Apply Templates

Signatures (Advanced): Create & Apply Templates
6 Min

Use signature templates to save time requesting e-signatures for frequently used forms. Instead of each time having to manually add required fields (signature, initials, date, free text entry, etc.), create a template once, then apply it whenever needed. Templates can be applied on the Web app as well as the Windows desktop app.

 

Read more

Document

Signatures (Advanced): Create & Apply Templates

Use signature templates to save time requesting e-signatures for frequently used forms. Instead of each time having to manually add required fields (signature, initials, date, free text entry, etc.), create a template once, then apply it whenever needed. Templates can be applied on the Web app as well as the Windows desktop app.