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hello this is kevin with tagstome and today ill show you how to add and request signatures first of all you will need to have a document uploaded for today ill use this 1040 form one quick thing that i want to point out before we proceed is the fact that when you want to request a signature the document must be inside a folder with client can view rights it can either be the default firm uploaded documents folder or one that you create with these access rights you can easily identify them because they have that green eye icon on the right once you have uploaded your document you will be able to click on the three vertical dots on the right and then select request signature this will then lead you to a new page where you will set everything up on the right you can see a menu with a couple of items on the top you will be able to select who you want to put a signature field down for you can either select yourself or any of the contacts that are linked to the account under that you will
