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CLO - Onscreen Capture vs Signature Pad Capture
1 year ago
Updated
| Info |
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You can capture in-office signatures for an ERO, preparer, or |
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taxpayer by using two methods in CLO. These two methods will be explained in this article. |
Follow the instructions below to successfully capture a signature:
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Method 1: Onscreen capture (touchscreen, or mouse)
1. Sign the requested signature in the area designated
2. Click Accept.
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Method 2: Signature pad capture
1. Click Ready To Sign.
2. Capture the signature using the signature pad.
3. Click OK.
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| Note |
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The ERO and Preparer signature cannot be captured remotely via email or SMS text. |
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