New Template Functions for E-signatures

Updated: 2023-03-16

To resolve an issue with requesting e-signatures on templates (such as the engagement or pre/post-season letters) through TaxFolder or DocuSign®, we changed the anchor code used to place the signature and the date signed within the templates. 

This change affects the following built-in templates:

  • T1, from 2017 onward: ELetter, DELetter, PreSeason, JPreSeason, FPreSeason, PostSeason, JPostSeason, FPostSeason
  • T2 and T5013, from 2019 onward: ELetter
  • T3, from 2020 onward: ELetter
  • TaxCycle Forms 2021: ELetter

If you use the default built-in templates that come with TaxCycle, you do not need to make configuration changes.

If you customized the built-in templates at all (or created your own), you will need to replace the anchors for the signature and date signed with the new functions. Depending on the template, the code is slightly different.

The following example shows how to change 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, replace {{ CurrentClient.Anchor.Signature }} with {{ anchor(CurrentClient,"ELetter").Signature }}
  5. Replace {{ CurrentClient.Anchor.DateSigned }} with {{ anchor(CurrentClient,"ELetter").DateSigned }}

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 }}

Use ELetter or DELetter as the Signature Id to automatically update the engagement letter workflow tasks with the e-signature status. Otherwise, the Signature Id can be anything providing it matches the anchor function. 

Depending on the template, you can also replace CurrentClient with a period. This is common in the joint and family pre/post-season letters where the definition of the repeatable section already specifies the person, or the deceased engagement letter (DELetter) where the signature function tags are already surrounded by {{# CurrentClient }}{{/ CurrentClient }}.