In the Client lodgement page, click the ellipsis button and choose Send for Signing via portal. TheCreate task page appears.
If you regularly send documents with the same text, you can save time by using one of your practice's task templates to automatically fill in the Title and Description fields. Just click Apply a template ().
From the Client lodgements page, click Create an entity located on the top-right of the page. The Create an entity page appears with the following options:
You can edit details of 484 forms any time before they reach the Ready to lodge status. For other forms, if you want to change details before lodgement, you'll have to prepare a new form.
From the Client lodgements page, click the Pending signature tab.
Select the ellipsis button next to the form you want to edit.