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Add IT Service Request e-sign

hello everybody my name is edgar from tax dome and i want to welcome you to another taxon webinar where we go over specific topics and discuss best practices today's topic is e-signatures also known as electronic signatures now with no further introduction allow me to quickly run through the agenda for today we're going to be talking about what exactly e signatures are and how they work why the audit trail for e-signatures is so important how you can use e-signatures through text dome and we're going to discuss what part a signatures play in your workflow and see how you can save time by using e-signature templates now to get started believe it or not to this day there are still a lot of practices out there that have not yet adapted e-signatures and implemented them into their business but nowadays e-signing and electronic delivery of forms and documents is by far the fastest and easiest way to obtain a signature from clients an electronic signature is a way to get approval on electronic documents it can be in many forms and created by many technologies it could be you clicking i agree on a website signing with your finger on a mobile device typing your name or pin code into an online form or simply using an e-signature solution like tax dome these signatures however should definitely be captured appropriately by following some security measures and standards and this leads me to talk about the audit trail an audit trail captures and preserves information concerning the delivery and signing process for each document and it can serve a vital role when the authenticity of an electronic signature is in dispute this type of historical data is sometimes called an audit log or a certificate of completion but it doesn't really matter what you call it it definitely enables your business to verify each signature and trace it back to the designer when it is necessary an audit trail normally captures information such as designer's full name email address the type of event that took place the time date ip address location and operating system now let's talk about e-signatures in text dome tax dome e-signatures are legally binding for essentially every business or personal transactions since they comply with multiple electronic signature policies all around the world like the e-sign act and ueta in the u.s there are two different types of electronic signatures in tax dome the first one for our native contracts feature that firms and tax them can use to request signatures on engagement letters or proposals and the second type of signature that works for all external pdfs let's first see what contracts look like in tax though to send a new contract to a client we'll click new on the top left then we'll select contract select a contract template from your list select the client account that this contract is for add the services that your client will be signing for...