{{^ ESign }} and {{# ESign }}

Updated: 2023-03-16

The ESign code appears in any email cover letter template used to request electronic signatures from your clients.

For example, the ClientCopyEmail in TaxCycle T1 contains code to show one segment of text when requesting an electronic signature and another when requiring the client to print and sign the attached forms. This allows preparers to use a secure electronic signature service or send the document attached as a PDF by email. The template handles both scenarios.

This email contains two distinct sections that display based on whether the return has been filed or not:

• The text between the {{# CurrentClient.Filing.T1EfileReceipt }} and {{/ CurrentClient.Filing.T1EfileReceipt }} tags will show if the return HAS been transmitted. These tags appear in orange in the screen capture above.
• The text between {{# not(CurrentClient.Filing.T1EfileReceipt) }} and{{/ not(CurrentClient.Filing.T1EfileReceipt) }} will show if the return HAS NOT been transmitted. These tags appear in purple in the screen capture above. Scroll down below the screen capture to learn about the ESign tags within this segment.

The segment that displays if the return has not been filed contains additional ESign tags to control whether text requesting an electronic signature shows for the client:

• The text between {{^ ESign}} and {{/ ESign}} shows when you are sending a PDF by email and requesting the client print and sign the form. The ^ checks that an electronic signature is NOT requested in printer/output options. The / closes the condition. These tags appear in yellow in the screen capture above.
• The text between {{# ESign}} and {{/ ESign}} shows when you are requesting an electronic signature. The # checks that an electronic signature is requested in printer/output options. The / closes the condition. These tags appear in green in the screen capture above.