Signatures

TicTie Calculate version 6.x only. See our How to Check Your Version article for more information.

The Signatures feature allows you to request a client signature on a PDF. Once the request is sent, it appears in your Signatures Delivered report in SafeSend. The processing options are more limited than they are in the Signatures program, but this tool offers a quick and easy way to request a client signature from Adobe®.

The client experience is the same as it is for Signatures. See our Signer Experience article for more information.  

Please note:

This feature is only available for firms in the Premium tier of SafeSend.

1. Click Signatures in your TicTie Calculate tools menu. 
2. Enter a Client ID.
3. Enter a Client Name. 
4. Select a Tax Year from the drop-down. 
5. Select a Document Type from the drop-down. 
6. Select an Expiration Date from the drop-down. 
7. Click Next.
8. Enter one or more Signer Email addresses. 
9. Enter a Message for the signer(s). 
10. Click Next.
11. Select a Recipient from the drop-down. 
12. Select a Signature Field to place. 
13. Click the PDF to place the block. 
    • Close the Send for Signature window to move or delete placed blocks. 
14. Save the PDF. 
15. Click Send. 
    • The Status window displays the progress of the message delivery.