Encyro E-Sign templates let you use a new file each time you send an electronic signature request. Use this feature for e-sign requests where a new file is generated to be signed for each client but the placement of the signature boxes and other items to fill is is the same. So you re-use:
- signature boxes
- text, dates, initials and other items to fill in
- KBA settings
- e-sign request configurations such as reminders, login types, signature types
- email subject and introductory text
Just provide the new file and the new signer details.
Use this for your 8879 and 8878 e-sign requests, and even form 8888, that need a new file for each client (prepared through your tax software) but the signature box appears in the same place each time.
Most other e-sign providers, such as HelloSign, require you to use the same file with a saved template. Encyro's dynamic file templates let you save significant time compared to other e-sign providers.