Unlock the Power of Digital Signature Licitness for Administration in Australia
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Your complete how-to guide - digital signature licitness for administration in australia
Digital Signature Licitness for Administration in Australia
Utilizing digital signature licitness for administration in Australia is crucial for ensuring legal validity and efficiency in document management. One of the reliable solutions for this purpose is airSlate SignNow, which offers a user-friendly platform for creating, sending, and signing documents electronically.
How to Use airSlate SignNow for Electronic Signatures:
- Launch the airSlate SignNow web page in your browser.
- Sign up for a free trial or log in.
- Upload a document you want to sign or send for signing.
- Transform your document into a template for future use.
- Edit your file by adding fillable fields or necessary information.
- Sign your document and include signature fields for recipients.
- Click Continue to prepare and send an eSignature invite.
airSlate SignNow assists businesses in streamlining document workflows with its easy-to-use and budget-friendly solution. It offers a great return on investment, tailored for both small and medium-sized businesses. The platform features transparent pricing without hidden fees, making it an attractive option for organizations looking for efficient eSignature solutions. Additionally, airSlate SignNow provides superior 24/7 support for all paid plans.
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FAQs
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What is the legality of digital signatures for administration in Australia?
Digital signature licitness for administration in Australia is governed by the Electronic Transactions Act 1999, which recognizes digital signatures as legally binding. Businesses can confidently use airSlate SignNow to execute documents, ensuring compliance with Australian law. This makes digital signatures a secure choice for administrative processes.
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How does airSlate SignNow ensure digital signature licitness for administration in Australia?
AirSlate SignNow provides a secure platform that complies with the Electronic Transactions Act, ensuring digital signature licitness for administration in Australia. By employing advanced encryption and authentication methods, it guarantees the integrity and validity of electronically signed documents. This allows businesses to execute documents with legal assurance.
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What are the pricing options for using airSlate SignNow in Australia?
AirSlate SignNow offers flexible pricing plans tailored to different business needs, making it cost-effective for digital signature licitness for administration in Australia. Pricing varies based on the number of users and features required, allowing businesses to choose a plan that aligns with their budget. A free trial is also available for evaluation.
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What features does airSlate SignNow provide for obtaining digital signatures?
AirSlate SignNow includes essential features such as customizable templates, real-time tracking, and secure storage to facilitate digital signature licitness for administration in Australia. Users can send documents for e-signature easily, set signing order, and receive instant notifications when documents are signed. These features streamline the administrative process and enhance efficiency.
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Can airSlate SignNow integrate with other tools used for administration in Australia?
Yes, airSlate SignNow offers integrations with various tools commonly used in administration in Australia, enhancing its effectiveness in achieving digital signature licitness for administration. Users can seamlessly connect with services such as Google Drive, Dropbox, and CRM systems, allowing for a streamlined workflow and improved productivity.
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What are the benefits of using digital signatures for administration in Australia?
Digital signatures offer numerous benefits including increased efficiency, cost savings, and enhanced security for businesses in Australia. By utilizing airSlate SignNow, organizations can ensure digital signature licitness for administration in Australia, reducing paperwork and enabling faster turnaround times. This not only boosts productivity but also improves collaboration among teams.
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Is airSlate SignNow suitable for small businesses in Australia?
Absolutely, airSlate SignNow is designed to cater to businesses of all sizes, including small businesses in Australia. Its user-friendly interface and affordable pricing make it a viable solution for those seeking digital signature licitness for administration in Australia. Small businesses can leverage its features to simplify document management and improve operational efficiency.
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How to eSign a document: digital signature licitness for Administration in Australia
good afternoon um actually happy new year to everyone thank you for joining our webinar sessions today uh before we start um can i get a raise of hands if you can hear me so that i know that it's working for everyone yep cool thank you thanks roger thanks shirley okay seems like everyone can hear great um the webinar will be recorded and will be posted on our website from right uh tomorrow morning for those that want to revisit at your convenience or for those that have that cannot uh met today cannot attend today's sessions okay today's webinar is all about the governor ports digital uh authentications or digital signatures starting from the basics from the setting up on how to use the uh some of the features to best facilitate the reporting process in a practice presenting today's webinar is ali cochrane who is a registered bus agent and who has been using reports for her own bookkeeping business for many years so hopefully you can pick up a few tips and tricks um on how early uc scott reports uh digital signature in her practice and apply to your own practice uh and workflow without further um let ali take over fantastic thanks tiana and welcome everyone i'm looking forward to presenting this to you so today we're going to look at back to basics with digital signatures so what we're going to be looking at today is using digital signatures to have your clients authorize various lodgement documents customizing some of the messages to accompany your documents we're looking at changing some of the default document settings for reminders and the exploration of documents creating your own digital signature to attach to documents being sent for signature creating forms and uploading them for electronic signature and letters and templates and being able to send documents for eSignature via the letters and area so authorizing documents using digital authorization is another way of getting you more organized in your business and in your practice you're taking advantage of some of those tools that are going to help you automate and more efficiently use your time automate some things like reminders automate about the expiration of the documents automate the the templates that you use and there are a number of reports that we can utilize and send for authorization using digital authentication you know bas lodgement stp payroll events tax file number declarations tpar reports just to name a few so let's take a look at how we set up for digital signatures in gov reports so i'm just going to change over from our powerpoint to our gov reports so when you first log into gov reports as you may be aware already or not you will land at your sort of dashboard here giving you a bird's-eye view of what's happening within your practice and what you have number of reports what's been lodged reminders etc so one of the first things i'm going to look at is that we may already have completed a report within um the the program within gov reports itself and so we're going to go straight across here into the saved reports and you can see here that i have an stp payroll event that has been saved and has a status of valid so in order to be able to send an electronic signature uh send a document for an electronic signature it needs to have that valid status if you go to draft it won't give you that option so if i click on this valid document here you'll see that my hamburger or my little icon three tier icon here gives me some options i can view the document i can generate an invoice i can delete it et cetera i'm gonna go this is my thing i've gone because you already halfway drafting the um dropping it for digital signature so it won't give you an option for simple signature in in that hamburger because i was playing with it this morning that's why i'm going to go and bypass that to get around this but normally when you drop it down here you will have an option to actually send it for signature rather than just view document i'm going to edit my document and pop straight into the document i'll just put an email address in for the moment edit i need to put an email i'll just put an email in just for the moment to get around this because i hadn't planned on this happening all good things come to us all right so if i edit here now it's going to take me in here to my stp information i'm going to go right down to the bottom yep and click save or submit submit no no just go right down to the bottom you have the options there it is so valid so in here i have the option to save it as a draft validate it validate it and send a signature or lodge so in here i'm actually going to click to validate it and send it for signature if i click that submit button now what it's going to do is it's going to take me through when my screen comes up of course wants to go on the go slow time as usual the afternoons it's going to take me into the actual digital authentication part of gov reports and so what you'll see here is it's already got the file that we have the stp here if we needed to upload additional files we could and you'll see in here that i have the name and the email pre-populated because that's what's associated with this client now there are a couple of areas i want to touch on here to to highlight to you before we proceed first of all your file format is pdf it needs to be a pdf and as i said before you can add multiple pdfs at one time now once those pdfs have been uploaded if you look down here in the message to all recipients area in the subject line you'll find that the file will be loaded into this subject line so this file name here has been uploaded here into the subject line in the message area now we have our recipients area you can see the default that's added in there however if that was not a person that you wanted in there or you needed to add another person you have the option to add another name in here and the email will pop up and then we have a designation now if the email is not there you will need to complete that it will not continue on without that valid email address in there now the designation here is an option of whether they are the person who is signing the document or a view only so you can give two different options there you might want to send one to the signee and then someone else might like to be copied in so you might be sending it off to the director to sign the document but the accountant has requested a copy to be sent to them for their records or or something like that so you could copy them in so they're a copy as well you'll also need to assign the type of access security so you have a couple of options in here you have the option to send a security code that when you send this document off it will send a code to that email address and they'll need to use that code to access the document that added level of security to protect the information and data that's in there so that people who may inadvertently intercept a document won't necessarily have the code you can set a security code and if you do you'll need to put a security code in here as i said you can have those multiple recipients additionally you'll see here the option to add a private message to go with that email to that person and you'll see the private message is on both lines so you could have two separate private messages going out in the second area down here you're going to find the message that is going by default because it goes to the default messages first with that document so in here you can see that it has hi and it has a placeholder so you in here these in brackets here this signifies a placeholder that's been set up in this message and down here you can see the different placeholder options here's our basic message you could use that message alternatively if you have saved messages you have the option to select one that is already set up or you could type your own message and then save that message as a saved message and we're going to talk about where the managing of the saved messages are in a moment i'm going to go back to my default for the moment i'm going to leave it as this for the moment just to get an idea of how that looks for the person receiving it at the other end you can preview this and so you can see this is what would be going out and the way that it would look and it said here the document secured by a code contact this or and so in here i set him up specifically with a code so they'd have to contact me to do that or and it tells you also what they need to do in order to be able to sign the document now obviously do not share this email is is very important so that gives you a little bit about the actual overview here now before we proceed to actually authorize this and send it on its way first thing i'm going to do is i'm just going to remove this extra one here i don't want this one at the moment so i'm just going to take that out of my equation so we talked about the fact that we have these messages and we have some default messages and we have some saved messages so i'm going to show you how you can access your saved messages now at the moment if i can save i can save this as a draft because then i can go back to it and you can see when i save it as a draft it takes me back out to my documents to show me where i'm at with all my documents i'm going to show you in here in the settings in the top right corner how we can go to my messages now in here you can see that there are two messages that have been set up as default messages to create a new message you simply click the add button give a title to this message and then give it a subject fingers aren't working so in the message here i'm gonna go dear name please find attached your quarterly as for your review and signature once approved we will lodge this on your behalf and send through a copy of the lodgement receipt and payment instructions if we can be of any further assistance please let us know fine okay so now i am going to save that message and so this message is now in my bank of messages now you can save up to five messages in here is that correct tiana i am right it's only five and so i'm here yep so we'll save that message now i'm going to go back to that original document that we saved in draft mode to get back into my digital authentication if i click on the multi-colored square here in apps no i'm not i'm going back to my documents because i'm already in digital authentication i can see it here and you can see now that it's come up with this needs to sign because that's the next logical step we were going to so i'm going to open just on the um the reasons they've got needs to sign is because the system identifying that you've got the email the email for the person to sign is the same as the person that uh um that is the main account holder or the the account it's the same email as the as your email yeah in draft so i'm actually because this one the way i've done it i'm going to delete it and i'm going to go back where i was before to my gov reports go back to my lodgements into my saved reports in here i have my valid now i can go send for signature because i've got rid of that one that i had just set up and i'm back to where i was so there's multiple ways to get around it i just you notice that the recipient the email is the same as the email that's on the account holder yeah let's change that because i've changed a different email address of mine so in here and and what what tiana is highlighting there is as you can see i'm logged in as ali cochrane at gmail.com when i try to send it there it automatically recognizes that i'm the one who's supposed to sign because the email address is the same so i've had to change this here so it's requesting a signature okay let's look now we've looked at the messages part you can see here now if i go to my saved messages now i could choose that quarterly bas one if i wanted to choose it and that would bring up the message that i had just created i don't need to in this case because it's a totally different thing it's stp but that is the options that i can do there the other option i can do here is if i go my saved messages and i don't select one i can type something in here and then down the bottom i can save the message that way rather than having to go through settings at the top once again i'll go back to my default message now when we're here we also have some options to further uh go into the advanced settings and that is because there is some limitations on how long a document can stay there waiting to be signed so at the current moment it's 120 days before the document will expire for signing so if you send it out on the 1st of january and on the 10th of october they still haven't signed it the document will have expired and you will have to go back into the saved and recreate and resubmit it for signature now we can go in and change some of those default settings so in here one of the things we can do is we can change it here to make it more or less number of days by default and we can also set up a notification to let us know seven days before the document's due to expire that it's going to expire so it pops up as a notification to us that way we have the opportunity to send the reminder on to the client to sign now tiana i'm not sure you might be able to clarify because i usually it never expires in my case if you send a reminder does that change the document expiry date no so so think of a simple um for example the activity statements or the activity statements it has a due date accept due date so if you know it's gonna exp it's gonna be due on the 28th or 25th this month so today's the first you've got 24 days so you can change the document expire in 24 days and maybe notification seven days or five days or three days beforehand that the the system will automatically send out the the ex the the email reminding the uh the clients that the document will expire in in five days or whatever days however days that you want to sit up sit in for it to expire and um so yeah that will it's it's entirely um up to you how you want to use it so that's usually based on the the terms that you know the terms and understanding of what you have with your clients or based on the uh the actual lodgement due date of that documents if it's relating to the compliance thing we can do in here is also set a reminder so it reminds the site after so many yep the reminder basically automatic it's it's you want to have you know like i said um before it's um with you it's um ali is that for me if i open the email and i then try to i then possibly forget that i have opened that email and remember what it was and try to come back and sign it so the reminder were automatically sent out um you know like um seven days after the first email that got sent out and repeat every seven days yep that's fine after that i'm i'm getting that reminder coming through so that's stopping me having to pick up the phone or send an email from my own email following them up chasing them up because i know this reminder is going out and i will also monitor it obviously we will monitor it because as we all appreciate alkalines are busy too they they're busy they've got you know time to do that and things get lost in the emails there's no doubt about that with the volume of emails that are happening things get lost but if we have this automation happening for us in the background it's going to help us having to minimize how much work we're having to do so that we keep checking but we don't have to necessarily check you know phone as frequently so with that on there we can have that set up that way and i'm going to save that for the moment once i'm happy with this page i've got my files i've got the email that's going to we're sending a security code to an email address i'm going to send it to the email address rather than a security code i wouldn't recommend doing the no security we've got the message that we like i will go through and also make my spelling adjustments like i do and i always put a please in front here and i just put in my part and now i'm going to go to the next screen the next screen is the signing screen this contains all the information about the signing now if you have if you need to add your own signature to a document that you are sending out may be um a tax you know a tax return whatever it may be that you need to actually sign it as well as the client you have an option on the left here about the signatures so the edit signature option allows you to create your own signature for adding to documents you can upload a signature you can draw the signature good luck with that that's always fun or you can type your signature i'm just leaving it tight for the moment because my drawing skills are not very good i can then say place my signature here and if i do that i can i'm just going to click it on the document here and you can see here that my signature has now been placed on the document so that's if you need to put your signature on one of their documents the set signature location relates to their document where they need to sign the document and you'll notice in the gov report ones nearly all of them have a signature box so it makes it very clear that you can take this when you set the signature location you can click on this x here in the box to get their signature you don't have to worry about that date field the reason you don't need to worry about that is when they electronically sign it it will automatically date it for you you'll also notice that um yeah if there were multiple pages you would have you know a couple of pages there and you'd be able to move between them this is only got one page so it's very straightforward when you're finished you will click on the send for signature and that will then send that out for signature and you'll see here and that's just been popped into my email you'll see here that it takes you back to the my documents this is showing you the my documents area in the digital authorization and you can see the my girl's design is now pending signature you can see that there are a number of draft ones that never went through and you can see that there are some signed documents now once you're happy with these signed documents you can also archive those if you choose to i'm just going to leave them there for the moment now whilst it is on that page i am just going into my email and it should pop up on your screen hopefully what's going to come up now and you can see here it's now asking me for the code which has come through via my email and i'm now submitting that and now it's asking me to place my signature this is me not me as the the best or tax agent this is me as the client and so i'm just going to click on here somewhere there we go it's there and you can see that i can remove that signature if i'm not happy where it is i can move it down a little further no i don't like that either move it down a little bit more no that's not good either so i'm just going to be happy with it where it is you can see the name the date and the time have been stamped there and then i would click the finish button and i just might say thanks very much and submit it so it's just doing its little thing hopefully and so now it says your signature's been submitted so i'm just going to close this tab i'm going to refresh my screen here and as a basil tax agent you will receive an email to tell you that that document has now been signed and you can see now the status has changed to signed so now if i go back into my saved reports in gov reports and i go into the saved reports here you can see my status is signed which would allow me then to lodge that document any questions about that so far before we move on to um the next section okay okay before you go i also want to to add when the client sign the documents that and submitted to the person that sent it to them they also automatically receive a copy of the document that they've signed in their email i just got that coming through into my one just then okay so that's when you've got something pre-existing in your saved reports if you were going through and um going through and actually um going through and actually going through the process of actually doing the actual return you would go through all the normal steps you would for the completion of the document i'm just getting it coming up now you would complete all the bits and pieces that you have to and like i did in the beginning at the end of the option here we would have an option to save validate and send for signature and then we hit the submit it would take us into that digital authorization again so sometimes we'll have one where as you saw before a minute ago where my status here was um just valid and i had opened it up and i had the three dots and i was able to choose send for signature i can't do that here now i can just view the document because it's already signed but if i was doing an actual preparation of a return i could go through all the steps and the last step would be the validate and send for signature now the actual digital authentication isn't limited to just the forms that you have in gov reports you can use digital author authentication for more than that i use digital authentication for a number of things so you can create and upload documents for signature you can create letters and templates and send them for signature so let's have a look at how we can do that so probably one of the best examples has been everyone i'm sure can remember that the job keeper um declarations that we all had to do and send every month one of the things that i did was i set the templates up in pd a pdf template but i sent them off for signature to the clients via gov reports digital authentication and the reason i did that was it allows me to also link it to a client and i can keep track of what's been sent so the way i'm going to do that is i'm going to go straight into the digital authentication again by clicking on the wonderful colored little bar there for apps and choose digital authentication once again i have this one here now before i go on i just want to clarify something too if for example i've made a mistake and i'm not happy with that one there are options along the way usually before it's signed to be actually able to void them so in here i could if i had was about to send it off a signature i could actually avoid it and get rid of it so in here you'll see that i can click on void delete so if i deleted that one and my right tiana and saying if i deleted that one it would put it back in my saved file once once the client has signed it um then it will keep the records but if the client hasn't not signed it you can avoid it you can delete it uh just once they once the client has signed it it will keep as well as auditing for auditing records okay fantastic i just wanted to clarify that i wasn't sure with that one because i don't often have to avoid them so all right so we're at this screen here i want to send a new document or create a new document and to do that i go over here to the new you can see here i can send a document or here i can sign a document so if i go send a document it will take me to this screen where i can upload the pdf file that i want to do so if i go upload files here to my desktop do i have anything here i'm just trying to find where i put it i put it somewhere safe and i was doing it this morning i'm just trying to find it there we go put it back so i'll try again so upload my file and this is the one i'm going to choose go open now you'll see because i didn't come in through the client it didn't pick up a name or email automatically so in here i have to put in a name and then in this case this is a superannuation one and so i have a message for my superannuation and so in here it's going to say please find this etc once again the message you can customize to suit the requirements why'd you hear um ali um there's a questions from ben um asking where um how do how did you set the reminder i went into the advanced setting down near the messages and went into the change settings to create the reminder now once the file's been uploaded you'll see it's got a done and a tick now i've put in the details how it wants to be i've got my little message set up what i want it to do and i'm going to go to next now what's different about this one is it's more than one page and you'll see on the first page i really don't have any space to put a signature and this document i've created if i go to my second page i like to use this one because i have clients who are using quickbooks online where it or myob super where it takes the money directly out of the bank account when it's authorized and so because i am not a signatory to that bank account and i need to press that button to make it happen i will always get authorization in advance and make that in here i put a little uh little statement on the bottom of all my ones when i pull the reports out i add this statement at the bottom save it as a pdf so that i can upload it in here so you can see in here i've gone that blah blah blah i authorize it to lodge via beam i understand this will result in a direct debit from the business account so when i do that now i put the cross under here for the client to sign and then i send it for signature and so now you can see it's pending signature in a minute you'll hear the being you know there'll be a bing that'll come into my my email account etc one of the interesting things to also note is all the activity related to your document if you highlight on this document here it tells you the activity first of all it says here there's the recipient down here you'll see a copy of the message that you sent in the activity it will show you when things were sent when it was sent when it came back in etc so you have an audit trail of what's happened with this document um karen's asked whether or not this webinar is being recorded yes it will be recorded and tiana has mentioned it will be put back it'll be put up on the gov reports site tomorrow um so you can see a nice little audit trail for your documents in your documents too you can see here that you can filter how they're displayed you can see which ones expired which ones were declined because sometimes the client will decline something that you sent to them where they think something's not right or they think something should be changed more often than not when it happens for me it's usually around the payg income tax installment and that's because um you know things haven't been going as well and they want to do a revision on it um and so i'll touch base with the accountant to to check that what we can do to be sure and touch base for the client and then i might send through a revised document going back into this saved document editing it and resending it for signature so that's a little bit about how we can use um this to send documents other than just the the lodgements of returns that we might be lodging on behalf of our clients now one of the other areas that we can utilize the digital authentication is in our letters and templates so i'm just going to close i'll go back to this screen here and go back into my saved reports um so what i want to look at now is our letters and templates now up here we have our settings so we have our practice settings in here and our practice settings cover a multitude of things one of them will contain the letters and templates some of them will be to do with notification settings um so in here how often you want to be notified etc recurring jobs things like that we have our templates and letters which is an area where we can create a variety of templates and letters to be used and send them on to our clients so any templates or letters that are in a pending status can actually be sent for eSignature so you can see here that i've sent one up here there's a teapot i've got another one here an engagement letter and i can send that as an out for eSignature now because the template has been done and linked to a client name any letter that is any signature that goes out and things like that any letter will actually be linked back to that client and when you click on the send for esignature you'll find that will automatically reopen your digital authentication back to that same screen with the uploaded file with the name here and the message in this case it's a message that i've selected i'm going to go back and choose a different one because i want to show you this one separately so let's do this one so you can see here here's the name here's what it's for in here you could choose the message or type a different message here i want to come back and go and show you a little bit more in our clients area and i'm coming back to the templates later to go a little bit more but i want to show you what happens if you go to a client and you have a look at that client specifically you'll see there's a tab here for letters so any letter where it's the stage it's at the letter status accepted pending whatever you can see here that it is linked specifically with that client because you have linked it in that templates area and in here you can also if it's pending send it for each signature you'll notice here that one has already been accepted and completed so you can see that you have a history here of all the letters that have been sent to that client through the system now as i said i'm going back to templates and letters in my practice settings for a reason we know that um there are a limit of five messages that you can send um with um with with any of the documents sorry i lost my train of thought for a minute so you have a limitation the number of saved messages in the digital authentication to five now we can overcome that by using our templates and letters to create a template where we have a message specifically set up for it so i'm just going to go in here for a moment and just find my looking for my teapot one just to double check whether it's sitting there and pending super uh that's all right all right so in here i have this tpar message and that's a template i've created so i want to create a new template and if i go to my templates i can view my templates and you'll see here that i created a specific template called tpar message and how i did that was i simply clicked on the add template and when i did i set up the information here and i set up what i wanted the message to look like and then i simply saved it so now i'm going to click on this template and i'm going to start to use it because i've chosen engagement for this one i've i'm just putting some dates in so i'm just going to say the first of the first 20 22 to 30 20 22. there's a couple of other options and i'm now going to select the client i want it to go with so it's my girl and i'm going to save this one for the moment now i'm going to send this for eSignature now this is when i've said tpar normally you'd use the normal thing for tpar to go through i'm just using this as an example but in here that's my tpar message i might like to upload the other document that i want to go with it i'm just choosing anything at the moment because i want to demonstrate that if you're using gov reports to lodge your normal reports like tpr bass etc and things like that you can go through and do that through the normal lodgement way and attach a message that way this way i can create a new message for any other document that i like and the message and the document will be together i'm just going to ignore this section down the bottom here i'm just going to change this for a moment so it's a different email and i'm going to go to my next screen now can you see here that you have two documents one is the message there's the little message that i set up in my template and i don't need to sign the message i don't need them to sign that so i'm going to toggle that off so they only need to view that my second document when i click on this one here is the one that i want them to sign so then i would simply click on here and i would send it for signature okay so you can see there that i've got the message that i want and i've got the document that i might want send it for signature and off it will go to the client for signature i'm just going to go back and i don't want this one i'm going to delete this and that's the other thing you can do as well if you make a mistake and you want to start over before you even send it off the signature you can go back a screen delete it and be done that is pretty much what i have to cover today on digital signatures to get back to basics with digital signatures covering off quite a few bits and pieces and different ways you can use things um tiana there's a question there about having a template that's not linked to a client but used to send to a group of clients so let me just go back into my settings my practice settings and i'll just show you in the templates and letters how i could have something i could create say a monthly newsletter for example so in here when i want to start this one or i'm going to edit this one this one's linked to a client if i want to go and do a look find the one i want with my monthly newsletter in here i can create a template i can go back and actually create a letter where i actually go through and i'm just going to go with this one which one was it was this draft draft draft one draft what i wanted so in here when i go edit i can go through there was an option you'll notice when i went to to send the new um just click add the letter template from the template you need to start template click on start on any of the template in there there we go yeah select clients you can add multiple when you choose the select client select clients yep and then you could select clients and so then you could go through and choose which clients which quality clients are all okay there's some questions from um uh patrick uh this feature is not an addition uh it's not an extra on the subscription that you have with god report so if you have a valid subscription it is included uh on go reports and if you don't renew report subscriptions uh the signatures that you have proof later on um you need to have a valid subscription to get access to the platform so as you know each and every time that you sign the client sign the document you would get a copy on your email um so this is why when if you don't have a valid subscriptions you won't be able to get access to these um to the previously signed documents that's on the system now just just to to allay people's fears there say uh you you were retiring and you needed to keep all your documentation but you for some reason you've had some issue don't forget you have the option with gov reports is to use your practice manager there now with your practice manager you can link it to a dropbox and upload copies of documents so that you're not only just keeping them in gov reports but you also have a backup in in say dropbox or wherever you want to store it you know sharepoint wherever it may be that way um say you were retiring as i said you you've decided you're going to retire and you needed to keep those documents around in case there are any questions for the next so many years um you would have access to those copies as well if by you let that you know gov reports lapse um i'm thinking about retirement that's the most valid one i'm thinking for um to me you know it makes sense i keep i keep copies of all uh my documents all the signed documents and everything um in gov reports and if i need them i link them into dropbox as well as an additional backup both for security purposes and for my own satisfaction i'm a little bit anal i think tiana that way but you know that's me okay thank sorry um my mind's looking away while i'm reading the questions from judy um the question is ali after i've launched a bass report and it is signed i then send the payment options we see from gov reports lodgement receipts from the client to to pay this include the bpay etc how can i do this for super lodgement through the small business super clearinghouse as no lodgement receipt with payment options is provided okay so when you go through the super clearing house you have an option to do a printer friendly version in pdf of the payment options when you do that you could then very simply just go into my documents go new send a document and send a copy off to your client that way you can upload the file and then send it off and it goes to the client that way giving them the information that they need for the payment options and you have a record that you've also sent it to them does that answer the question okay for you judy okay uh while we're waiting um we also have another questions from louise could ali please go through the adding a decorations for a quarterly superannuations on the bottom or attachment of the supination report before sending yeah sure um all i do there and i'll need to drag my um my my actual um pdf across to show you so bear with me whilst i find where i put it somewhere safe there it is okay i'm going to move this i'm going to open this in this screen and then i'm going to drag it across if it will let me let me just minimize that okay can you see the pdf document in front of you yes i think you can yeah so what i do in here is in the tools i go edit and on the bottom of the document i've got because i've got copies of this i just cut and paste but for the first one what i did was i created this one myself i added a text clicked on my document typed in my information and saved it as a pdf updated my pdf and then when i upload the document it comes in with the pdf diamond then it comes up on the second page with that and i just simply put the x down there so it's basically going through editing the pdf and um updating the pdf saving it and then bringing it in and sending it through that way and i do that through all of them i run all the reports out of quickbooks online or whichever one it may be i go through and i add the edits at the bottom of them all save them all ready and then i upload them all and send them all so um there's a further questions on um from from kelly any likelihood a number of custom messages being increased from five for bus agents um at this stage we haven't considered that um kelly so we will update you as we not too sure have to check with with technical center do we have any now we didn't get any requirement on that so if there is a requirement we can change that yeah depends upon the count think about it and i'll get back to you okay another um questions from louise is this a pie subscription for pdf editing um it's my i've got an adobe one um and i have a paid adobe one i don't know there are other ones i think that you can go through and edit and and do a certain amount of time things i'm not sure which ones are free which ones are free um but i just i use it i have an adobe subscription so that's why mine is showing that i can do it that way and i have a lot more tools in it um only because i pay for that subscription and i mean it's something like 18 a month and it's you know it's handy for me okay um so kelly is just requesting for additional uh messages to four bass agents from five to ten okay um we also have another uh questions considering we do best porg super yep okay um yep just requesting from five to ten thanks roger yeah that would that would be great tiana to have some extra messages so that you could have a specific tpar a specific super a specific bass um you might want to have a different message when it goes out with um a tax a tax file number declaration or a tax return or whatever it may be um you know these days so the software's allow you to to lodge within to do the tax file number declarations but there are some people that don't have all of that and so um you need to be able to help them with that as well so um yeah i'd love to see it more than fine but of course you can always hype it yourself as well we do um we'll come back to we'll let you know once the the development team is looking to that seriously and we'll let you know when that's about become available another questions that i didn't go through from debbie can you select the landscape document to sign debbie this has been uh fixed and available for you to upload landscape documents to sell for clients design so you should not have a problem on that um any other questions at this stage i believe that's all the questions that we have um once again thank you thanks ali for the the presentation it was very um very informative and i hope that's uh also um you know for you for a lot of people here you have been able to pick up some ideas some some tips from from ali and to using your practice thank you if you've got questions that we have not been able to cover in this webinar please do not hesitate to send it to us and we'll come back to you as soon as possible and once again thank you for your time and we look forward to seeing you again on the next webinar thank you everyone thanks bye gianna bye ellie you
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