/
CLO - Onscreen Capture vs. Signature Pad Capture
CLO - Onscreen Capture vs. Signature Pad Capture
- Brandon Bellamy
- Zac Crites
Owned by Brandon Bellamy
You can capture in-office signatures for an ERO, preparer, or 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.
The ERO and Preparer signature cannot be captured remotely via email or SMS text.
, multiple selections available,
Related content
CLO - Capturing the Preparer Signature
CLO - Capturing the Preparer Signature
More like this
Tools - Installing Topaz Electronic Signature Pad for CrossLink 1040
Tools - Installing Topaz Electronic Signature Pad for CrossLink 1040
Read with this
CLO - Setting the In-Office Preferred Signature Capture Method
CLO - Setting the In-Office Preferred Signature Capture Method
More like this
CLO - Sending a Remote Signature Request
CLO - Sending a Remote Signature Request
More like this
1040 - Capturing the ERO and Paid Preparer's Signatures
1040 - Capturing the ERO and Paid Preparer's Signatures
More like this