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CLO - Onscreen Capture vs Signature Pad Capture

1 year ago

 

Updated

You can capture in-office signatures for an ERO, preparer, or a 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:

 

Method 1: Onscreen capture (touchscreen, or mouse)

1.  Sign the requested signature in the area designated

2. Click Accept.

 

Method 2: Signature pad capture

1. Click Ready To Sign.

2. Capture the signature using the signature pad.

3. Click OK.

 

🖐  NOTE: The ERO and Preparer signature cannot be captured remotely via email or SMS text.

 

 

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