Fill Form 3520 Topics 2023-2024

Welcome to electronic signatures. In this video, we'll demonstrate how the client will assign form 88-79. So, once the client logs in, they'll come to the client portal main menu and right down here it says "My Documents". You can customize this to say whatever you'd like in admin, and it's going to display "Assign Required" when you have a document that you're requesting them to sign. So, I'm here, they'll just go ahead and left click to go into the page and edit the document. Center and yellow mean they haven't been viewed yet, and we have a sign required highlight in red. That's what we're gonna click on to sign the document. We have instructions up here for the client to follow. They're gonna need a pin, which is a five-character pin that you assigned to them, or they can create their own just by coming over here and clicking on the "Here" link. Then, they will get a temporary, scrambled pin which will be emailed in text to them, and they can use that as their signature when they sign the document. I'm gonna go ahead and click on the "Assign Required" to pop into the segment. So, this is for the client John Casey. Single, not married, so it's just going to have his signature. It's gonna have the client name, so I'll enter John's name. The pin which I've selected is 12345, and again, that's you could set that up in John's client file in the contact information section. Social security number, which is requesting, this is all to validate that this is really John. And if these do not match, then put the birthdate in Adam will tell him that it doesn't match. Gives them three attempts. If you can't match these fields after...