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Electronic Signatures in Custom Templates

Updated: 2022-06-14

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

Code Description
{{ anchor(.,"ELetter").Signature }} This code instructs the electronic signature provider to insert the "Sign Here" indicator in the document.
{{ anchor(.,"ELetter").DateSigned }} This code tells TaxFolder and DocuSign® where to insert date in the signed document.
  • You can replace the first period CurrentClient with a period. For example {{ anchor(CurrentClient,".").Signature }}. This is necessary in letters where the surrounding code does not already specify the person.
  • Replace the second period withELetter or DELetter (same as the Signature Id set in template properties to automatically update the engagement letter workflow tasks with the e-signature status.  For example {{ anchor(.,"DELetter").Signature }}.
  • Otherwise, the Signature Id can be anything providing it matches the anchor function. 

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

Template Signature Id Signature Anchor Date Signed Anchor
ELetter ELetter {{ anchor(CurrentClient,"ELetter").Signature }} {{ anchor(CurrentClient,"ELetter").DateSigned }}
DELetter DELetter {{ anchor(.,"DELetter").Signature }} {{ anchor(.,"DELetter").DateSigned }}
FPostSeason FPostSeason {{ anchor(.,"FPostSeason").Signature }} {{ anchor(.,"FPostSeason").DateSigned }}
FPreSeason FPreSeason {{ anchor(.,"FPreSeason").Signature }} {{ anchor(.,"FPreSeason").DateSigned }}
JPostSeason JPostSeason {{ anchor(.,"JPostSeason").Signature }} {{ anchor(.,"JPostSeason").DateSigned }}
JPreSeason JPreSeason {{ anchor(.,"JPreSeason").Signature }} {{ anchor(.,"JPreSeason").DateSigned }}
PostSeason PostSeason {{ anchor(.,"PostSeason").Signature }} {{ anchor(.,"PostSeason").DateSigned }}
PreSeason PreSeason {{ anchor(.,"PreSeason").Signature }} {{ anchor(.,"PreSeason").DateSigned }}

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.

Screen Capture: Signature Id and Anchors

For quick reference, use these elements in your custom letters.

Template Signature Id Signature Anchor Date Signed Anchor
ELetter ELetter {{ anchor(CurrentClient,"ELetter").Signature }} {{ anchor(CurrentClient,"ELetter").DateSigned }}
DELetter DELetter {{ anchor(.,"DELetter").Signature }} {{ anchor(.,"DELetter").DateSigned }}
FPostSeason FPostSeason {{ anchor(.,"FPostSeason").Signature }} {{ anchor(.,"FPostSeason").DateSigned }}
FPreSeason FPreSeason {{ anchor(.,"FPreSeason").Signature }} {{ anchor(.,"FPreSeason").DateSigned }}
JPostSeason JPostSeason {{ anchor(.,"JPostSeason").Signature }} {{ anchor(.,"JPostSeason").DateSigned }}
JPreSeason JPreSeason {{ anchor(.,"JPreSeason").Signature }} {{ anchor(.,"JPreSeason").DateSigned }}
PostSeason PostSeason {{ anchor(.,"PostSeason").Signature }} {{ anchor(.,"PostSeason").DateSigned }}
PreSeason PreSeason {{ anchor(.,"PreSeason").Signature }} {{ anchor(.,"PreSeason").DateSigned }}