Electronic Signatures in Custom Templates

You can add code to your custom templates to indicate where the recipient should place the electronic signature and insert the date signed.

• You can replace the CurrentClient with a period. For example {{ anchor(.).Signature }} and {{ anchor(.).DateSigned }}. This is necessary in letters where the surrounding code does not already specify the person.
• If you add an element to field code and also set it as the Signature Id set in template properties, the letter will automatically update the related workflow tasks with the e-signature status.  For example {{ anchor(.,"ELetter").Signature }}.

For quick reference, we use the following elements in our built-in templates.

Setting up a Custom Engagement Letter

The following example shows how to set up a customized T1 engagement letter (ELetter).

1. Open the ELetter template in the Template Editor.
2. Click on the Properties sidebar.
3. Enter ELetter in the Signature Id field.
4. In the template, enter {{ anchor(CurrentClient,"ELetter").Signature }} where you want to place the Sign Here field.
5. Place {{ anchor(CurrentClient,"ELetter").DateSigned }} where you want to place the date signed field.