Release Notes - Signatures and Form requests from Offline User and Client Bulk import via CSV

1. Offline User Signature Request Feature

A new feature has been introduced that allows signature requests to be sent to offline users. Previously, signature requests could only be initiated for prospective users. With this update, documents can now also be signed by Clients who do not yet have an active Synkli account.

Workflow

1. Create an Offline Client Profile.
2. Navigate to:
   Document Hub → Action Center
3. Upload/Add a PDF document.
4. Request signatures for the uploaded file.

Once the request is submitted:

• An email containing a secure signing link will be sent to the offline user.
• The user can open the email and click “Review & Sign”.
• A signing interface will open displaying:
• • The PDF document on the left side.
  • Signature components placed at the exact required signing positions within the document.
  • A signature pad on the right side where the user can draw and apply their signature.

This enhancement simplifies document execution workflows and enables external or offline users to complete signing requests without requiring prior platform registration.

2. Offline Form Request Feature

A new feature has been introduced that allows accountants to request forms from offline users and offline entities, similar to the existing workflow for prospective users and prospective entities.

Key Highlights

• Form requests can now be initiated for:
• • Offline Individuals
  • Offline Entities
• Only Live Forms can be requested from offline users/entities, similar to the restriction applied to prospective entities.

Workflow

1. Create or select an Offline User/Offline Entity.
2. Navigate to the form request section.
3. Select a Live Form.
4. Send the form request.

Email & Submission Process

• An email containing a secure form link will be sent to the recipient.
• The recipient can click the button/link provided in the email.
• A form page will open where the user can:
• • Fill out the requested form
  • Submit the form directly through the provided interface

Email Routing Logic

• For Individual Offline Users, the email request will be sent directly to the user’s email address.
• For Offline Entities, the email request will be sent to the related individual contact associated with the entity.

Example

If a Partnership entity has an Individual Partner relation attached, the form request email will be sent to the partner’s email address.

This enhancement improves onboarding and data collection workflows by enabling accountants to collect required information from offline users and entities without requiring platform registration.

3.Bulk Client Import / Client Creation Enhancement

New categories have been added for Bulk Client Import and Client Creation via CSV.

Previously, the following entity types were supported for bulk import via CSV:

• Individual
• Partnership
• Company
• Unit Trust

The functionality has now been expanded and improved to additionally support:

• Family Trust
• SMSF
• Association

Users can now create and import clients for all the above entity categories using their respective CSV templates.