Signing and filing advice
Tallify's signing chain for a Record of Advice and FNA: check the marks, you sign, send to the client, the client signs, then Approve and file.
The signing chain
An item under Approvals, Advice, shows four steps, one row each, and Approve & file opens only when they are done:
- Check the marked points. Confirm or change every [ADVISER TO ...] mark.
- You sign. The draft's own adviser signs, with Sign with my saved signature or on the pad. Nobody else's sign-in can sign for them. The signature is bound to the documents' content: an edit afterwards makes it stale.
- Send to the client. The request to sign waits under Review email approvals like every client email, and carries a personal signing link.
- Client signs. Online from the link, with a one-time code emailed to them (it works for 30 minutes); in person on the pad; or by emailing back a signed copy of both documents. A signed copy emailed back counts only when its content names the documents and the sender checks out; otherwise it is held for you.
Approve and file
Approve & file files the Record of Advice as a new version that supersedes the client's current one, files the needs analysis as final, files the signed copies, and marks the draft filed. A draft already signed is never rewritten by a later run.
By email
You can also reply to the email that carried the draft, from your registered address and keeping its subject line, with Approved or Rejected alone on the first line. Keep the subject: the reply reference at the end of the subject is how Tallify knows the reply answers that email, so a reply without it does nothing and you are told so. The same signing chain applies: an approval before both signatures are in is refused, and you are told so.
Rejecting
Reject marks the draft rejected. Change the worksheet or the facts and draft again.