CCH eSign - CCH® eSign For Engagement Letters and Other Documents

Learn how to activate CCH eSign on the Axcess Dashboard and configure settings in AssureSign for efficient and effective usage. Attendees will learn how to send documents for electronic signature and how to manage documents sent for electronic signature. This course is taught within a single-firm environment.

Type: Single-Client Training
Who should attend: Firm managers and administrators. Staff responsible for sending documents for signature and managing documents sent for signature.
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

• Learn how to activate CCH eSign
• Learn to create AssureSign users
• Learn how to configure AssureSign settings
• Learn how to create Document Templates
• Learn how to create Email Design Sets
• Learn how to send documents for electronic signature
• Learn how to manage documents sent for electronic signature