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.
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- Each file will display one of the following statuses:
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-> Draw Signature
-> Signed
-> Download
Signature Process
- Tap Draw Signature to start the signing process.
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- View document and click Next to begin signing.
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- Complete the required fields (Name, Email, Date, Signature) as requested by your accountant.
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- Draw your digital signature.
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- Save your signature for future use by checking the Save your signature checkbox.
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- After completing the signature, a preview will be shown. Hit Next to submit.
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- A confirmation screen will appear if all recipients have signed. You can hit Finish or Download from this screen.
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- 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.
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- A pop-up will display each recipient's status (Tick mark for signed, pending icon for pending).
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