Add it Service Request eSignature with airSlate SignNow

Carbon copy e-signature request

hello this is kevin with tax dome and in this video i will show you how you can easily request signatures from your tax dome portal first you will need to go to the client's docs page from here you will need to find the document that you want your client to sign after you find it click on the three dots on the right side of the document and then select the request signature option this will then lead you to a page where you will be able to add the signature fields alternatively you can open a document normally by clicking on it and then once it opens click on the three dots in the top right and once again select the request signature option it will lead you to the same place as with the other method what you will want to do next is create the actual signature fields you will first want to choose who you are leaving the signature field for it can either be for yourself or for the active contacts linked to this account just pick the person you want and then drag the signature field to wherever you want you can add as many signature fields for as many contacts as you'd like if you place a signature field for yourself it will automatically be filled out if you request signatures for the same documents regularly you can also create a signature template and then apply it here in order to automatically create those fields all that you would have to do after applying the template is to click on edit signers and then make sure that the right contacts are set as assigners once you place all the fields that you wanted you can click on either save or send save will keep the fields the way they are currently but you and your team members can make further adjustments to them if you click on send it will send the signature request to your clients and they will be able to sign the document directly from their client portal now you know how to request signatures in tax dome thank you for watching and have a great day