Signer Delegation: Firm Settings

Signer Delegation allows a return receipt to grant signing responsibility to a third party.  This will send a separate access email to the selected party, and they will have to pass authentication in order to sign.

Enabling Signer Delegation

• A System Admin will need to login into SafeSend Returns and navigate to the Settings icon.

1. Navigate to Settings.
2. Click on E-Sign Options.
3. Under Signer Delegation, choose which return types should have Signer Delegation enabled and toggle those to ON.
4. Click Apply.
   • If System Admins do not click Apply, the settings will not be saved.

Turn on KBA for Signer Delegation

Once Signer Delegation is enabled, you may enable KBA (Knowledge-Based Authentication) for delegated signers. This is what is recommended. 

1. Navigate to Settings.
2. Click on E-Sign Options.
3. Under 1040 Knowledge Based Authentication, you will select Use Knowledge-Based Authentication to initiate the Signing Process for delegated signers..
4. Click Apply.
   • If System Admins do not click Apply, the settings will not be saved.

Next Steps:

Signer Delegation: Controller Experience 

Signer Delegation: Signer Experience