Replies posted by Kyle Beltle

3 Replies

StuartK
Karbon Team
StuartKKarbon Team
posted in Ask a Peer

How do you use e-signing/e-signatures?

@Ashley Rhoden & @lbernstein: can you speak to how Ignition integrates with Karbon? Specifically, can paste a link to the engagement letter in a karbon task, or can the client trigger the engagement letter being emailed to them by completing an action in karbon?

27
StuartK
Karbon Team
2 months ago
StuartK
Karbon Team
StuartKKarbon Team
posted in Ask a Peer

How do you use e-signing/e-signatures?

@StuartK - Our goal is to make tax engagement letters easier for our clients. Right now we send them an email from Karbon & then an email from RightSignature. If we could either put a link in the Karbon task to go to a third party site to sign (currently I don’t believe RightSignature supports this), or use Karbon to facilitate the Esignature, that would be ideal. 

27
StuartK
Karbon Team
2 months ago
StuartK
Karbon Team
StuartKKarbon Team
posted in Ask a Peer

How do you use e-signing/e-signatures?

@StuartK - just stumbled across this thread. Any updates as of May 2023? 

27
StuartK
Karbon Team
2 months ago

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