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Digisign (Desktop) ​

What it is: An electronic signing feature that allows the firm's partner and the client's directors to sign the Annual Financial Statements digitally through Signiflow, without needing to print, sign, and scan.

What it's for ​

Once the Annual Financial Statements are ready for sign-off, Digisign lets you send the document electronically to all required signatories — the partner and the directors. Each person receives an email with a link to sign. The firm can track who has signed, and the final signed document can be exported when all parties have completed the process.

Important: Only the partner of the firm needs to register for Digisign (at an additional fee) and have a Signiflow account. Directors and other signatories do not need their own Signiflow accounts.

For inserting a scanned/image signature instead, see Adding a Signature on the AFS (Desktop).

How to do it ​

Setting up Digisign (one-time, partner only) (DX138) ​

  1. Go to the Settings screen and select DigiSign.
  2. If you already have a Signiflow account, enter your login details in the orange bar. If not, click Register New User.
  3. Fill in the registration details and click Register. You will receive an email to complete the registration on the Signiflow website.
  4. If you are registered for more than one firm, use the drop-down to select the correct firm.
  5. Press Enter and click Save to store your login details.

Adding director email addresses ​

  1. Go to Client Setup for the client and navigate to the Directors section.
  2. Add each director's email address so they can receive the signing request.

Sending the AFS for signatures ​

  1. Open the preview of the Annual Financial Statements and click Signatures.
  2. Click Submit for Signatures.
  3. Select all the parties who need to sign, set the signing order, and optionally send an unsigned copy to the Digisign user.
  4. Directors will receive an email with a link to sign the document. The partner signs via their Signiflow account under Documents.

Tracking and exporting the signed document ​

  1. In the preview, go to Signatures → Signature Requests to see who has signed and who is still outstanding.
  2. Once all parties have signed, export the fully signed document from this same screen.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-digisign

Walkthrough ​

https://scribehow.com/viewer/Draftworx_Desktop_Digisign__DX138__v17z8wZiQ7u-2klmB1Eeag