Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Tax Resolution
  • Notices
  • Tools on a Notice

Send an eSign Request for a Notice File

Written by Avery Simmons

Updated at October 26th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management Workflow & Automation Document Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    After Uploading a docx file and editing it, users can send an eSign request for the docx file from within the notice workspace. To get started, navigate to a relevant Notice. 

    Roles/permissions:

    • Roles: Any
    • Permissions: Create, Edit, and Assign Work

    1. Click the Options menu in-line with an attached .docx file.

    • You can also select a .docx file attached to a notice's subtask.

    2. Select eSignature Request from the dropdown menu.

    3. Drag the my signature Signature field box to an appropriate place on the document.

    4. Click Recipients.

    • If needed, add KBA to the eSign request by clicking the Signer Authentication toggle.

    5. Drag the recipients Signature field box to an appropriate place on the document.

    6. Click Send request.

    • If needed, add a Due date, Reminders, or Note.

    7. Click Send now.


    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Attach a File to a Notice
    • Add a Note to a Notice
    • Add a Transcript to a Notice
    • Add Forms to a Notice

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand