eDoc Template Examples
Attached are eDoc example templates in both PDF and Word format:
- General Tax Questionnaire
- ACH Authorization Form
The questionnaire is hardcoded. This means the fillable fields will populate when uploaded to your eDoc Template Library.
Related article: How to Upload a Template to Liscio's eDoc Library
Contact Us
Related Articles
How to Upload a Template to Liscio's eDoc Library
Note: Adobe Sign does not allow users to edit the text of a document. Adobe Sign only allows users to edit the document using the authoring tools, such as adding a text box or signature field. If edits should be made to the document, please make ...Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library. Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...How to Send an eDoc With Multiple Signers (8879 with KBA example)
eDocs can be sent to more than one person for signature, for example, a husband and wife. Here's how: 1. Click +Add New. 2. Click eDoc. 3. Click in the To field to add the first recipient. 4. Select a Recipient and an Account. 5. Click OK to add ...Liscio eDoc Pricing & Breakdown
Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...