Assemble eSignature documents with Data Mining

Before you begin, you'll need to turn on eSignatures in UltraTax CS. To check if eSignature is turned on, go to
Setup
,
Office Configuration
, the
eSignature tab
, and verify that the
Enable electronic signatures (eSignature) ($)
checkbox is marked.
  1. Select
    Utilities
    , then
    Data Mining
    .
  2. Select the entity (such as 1040 Individual) from the
    Client database
    dropdown list.
  3. Select and perform a search.
  4. In the
    Print (Step 3)
    , mark the
    Web / eSignature: Thomson Reuters data center
    checkbox under Electronic Delivery.
  5. If there are clients to whom you don't want to send eSignature documents, clear the checkbox next to their names on the
    Clients
    tab.
  6. Select the
    Assemble / Print
    button.
  7. Select
    Exit
    .
After the eSignature documents assemble, you'll need to send them to your clients to be electronically signed.
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