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CLO - Capturing the Preparer Signature
1 year ago
Updated
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In order for the preparer to electronically store their signature in CLO, you will need to capture |
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the Preparer’s Signature for each designated preparer. |
Follow the instructions below to successfully capture the Preparer Signature:
Method 1: Capturing the Preparer Signature from the Profile Menu
The preparer signature can be captured from the Profile Menu ONLY if the login used is a Preparer Type login (see Understanding the Login Type).
1. Login Log in to CLO at the office level with a preparer login.
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4. Capture the preparer's signature (see Onscreen Capture vs Signature Pad Capture).
Method 2: Capturing the Preparer Signature from the Setup Menu
1. Login Log in to CLO at the office level.
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5. Capture the preparer's signature (see Onscreen Capture vs Signature Pad Capture).
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