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Sending an eDoc

Liscio Support avatar
Written by Liscio Support
Updated over a week ago

eDocs are a flexible feature for collecting multiple signatures and handling interactive documents via Adobe integration.

Best Used For: Complex forms like Power of Attorney, consent forms, or IRS authorizations where multiple signatures and data fields are required.

To send an eDoc:

  1. Select +Add New β†’ eDoc

  2. Add Signers

    1. In the To field, select the person or people who need to sign. Each signer must have their own Liscio account.​
      ​

      Pro-Tip: For joint returns with two signers using a single email, use Smart Tax Delivery with Sign on Same Device.
      ​

  3. Set a Signing Order (optional)

    • If enabled, the second signer will not receive the document until the first signer.

  4. Turn On KBA (optional - typically used for Forms 8879)

  5. Add a Title and Message

  6. Attach Your Document

    • Drag and drop a file

    • Use a file from the Liscio Vault

    • Choose from your Document Management System

      • SharePoint, OneDrive, Google Drive, SmartVault, or Box

    • Upload from your computer

  7. Select Prepare Doc for Signing

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Prepare the Document

In the Adobe screen, select fields from the left and place them on the document.
Common fields:

  • Signature

  • Initials

  • Date

  • Name

  • Email

  • Checkboxes

  • Text fields

Select View More to see additional field options.

Save as a Template (Optional)

Want to reuse the form later? Select Save in the bottom left.

Send the eDoc

When finished, select Send.

Note: The Adobe integration may not function if you are using Incognito Mode, Private Browsing, or have Third-Party Cookies disabled. Browsers set on Dark Mode may also lead to difficulty seeing the Fields while creating eDocs.

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