Set Up Digital Signatures
For the practice to register for digital signatures, click on the link below and complete the screen;
Please note that the digital signature is now priced at R250 exclusive per month or R3000 exc per year with unlimited signatures. There is a once off set up of R1500 exclusive.
Before you can run this process in setting up your Digital Signature you will need to have an e-mail address and a password which will be sent to you after we have registered you on the Signiflow system. You will receive a link which you will need to click on. Please enter your email as your user name and create your password which will give you access to the Signiflow portal. The Signiflow portal will allow you to have access for all the documents you send out.
To set up Sky digital signatures in Sky Load Sky Software and select the signiflow settings.
On the screen above please click on the Signiflow menu option and the Signiflow Setup will display. Type in the user name and your password and then close the dialogue screen. Please note that if you go through a change of password on Signiflow at any point make sure you change the password in Sky. This is a very important security aspect as the digital signatures will only work if the data entered is correct.
Open the Client under Masters and go to the Demographics and make sure the first block is completed where you see Lady Gaga. There must be a Surname and First Name, ID and Cell and email address number at the minimun as indicated below.
Please note that there are details on Other and Sky will always use the data Other first before it selects the details on demographics.
To be cliear the order of checking is Other first and then Demographics if nothing is in Other. If there is no data in Other and dermographics then the digital signatures will not be activated.
Where this detail above is not available in the case of a company or trust then the Other Details must be addressed as indicated on the screen below in the middle where you see Contact Details with the person who is going to sign the documentation that you send to them. For illustration purposes in the case below there are details. Where the Demographics are blank the system will select the other Other Details and use the details there, however it should be noted that If the details are not available the system will not send the digital signature email only the detail to the client.
Once the above is done you are then in a position to start processing Digital Signatures for your client to sign.
In respect of tax there are three important aspects of Digital Signatures that you would want to use at this point. The first one is to get your client to sign a Tax Mandate or any other general letter. The next one would be to process Provisional Tax and then to process Tax Returns when the confirmation is needed before a filing. All digital signatures work in the same way. There is also a case for secretarial documents like directors and shareholders resolutions.
The digital signature must be entered in the document by including the word SFSIG
The above word will generate the digital signature.
You may use the the document without digital signatures and dont want the SFSIG to appear. In this case change it to white so that it wont be seen when not in use.
