Get a Form 8879 signed

Steps

1. Open Signatures & Forms and click New signature request.
2. Give it a title, then link it to the client. Here, Priya Patel.
3. Create the draft, then open the builder.
4. Priya is already the signer. Add a short note.
5. Then add the 8879 from her documents.
6. Continue to Place fields. Choose Signature, and click her signature line.
7. Then Date signed, on the date line beside it.
8. On review, mark it as a Form 8879, so your automations can move her along.
9. Email code is the check: she enters a one-time code from her inbox before she can view and sign.
10. Send it. It shows as sent, and the invite has gone out.
11. When a client signs, it shows Signed, with a certificate of completion and every step logged.

Plan: Solo and up. Compare plans