Authorised Files Folder
This folder is for viewing files shared by your accountant and for handling signature requests.
Viewing and Signing Files
- Tap the folder icon to open the Authorised Folder.
- Each file will display one of the following statuses:
-> Draw Signature
-> Signed
-> Download
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Signature Process
- Tap Draw Signature to start the signing process.
- View document and click Next to begin signing.
- Complete the required fields (Name, Email, Date, Signature) as requested by your accountant.
- Draw your digital signature.
- Save your signature for future use by checking the Save your signature checkbox.
- After completing the signature, a preview will be shown. Hit Next to submit.
- A confirmation screen will appear if all recipients have signed. You can hit Finish or Download from this screen.
- After signing, the button text will change from Draw Signature to Download.
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Recipients Status
- At the bottom left corner, view the recipients who need to sign the document.
- A pop-up will display each recipient's status (Tick mark for signed, pending icon for pending).
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