This course explains how to activate eSign and set up and configure defaults in your eSign account.
Type: Single-client and multi-client training
Who should attend: Firm administrators or managers responsible for setting up firm processes and staff responsible for CCH eSign
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic
Objectives
- Discuss the background of the ESIGN Act
- Activate CCH eSign
- Create AssureSign users
- Configure AssureSign settings