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CLO - Sending a Remote Signature Request
1 year ago
Updated
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Tax preparers can send a remote signature request either by email or cell phone in CrossLink Online. |
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In order to initiate a remote signature request, the following items are required before sending:
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Follow the instructions below to successfully send a remote signature request:
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4. Choose the desired Contact Method and click Next.
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5. Click Send.🖐 Note: Repeat
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Repeat these steps for all parties that need to sign to get the option to Send. |
Checking on the status of a Remote Signature Request - this can be done within the return "Remote Signatures" section below Client Data
How do I view the signed document? Within the return "Document Archive" section below Client Data.
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