E-sign PDF is only available to Professional plan level providers. If you are not a member of this group, clients will need document and then re-upload documents as needed.
To upload a new form you will need to log into the owner account and use these steps
- Log into your Admin account.
- Click on Org Management (if you are in an owner account click on Admin Dashboard first)
- Click on Templates and Documents.
Click on the button at the top labeled Upload PDF Form.