How do I gather eSignatures?

Electronic Signatures, commonly referred to as e-Sig or e-Signature, refers to data in electronic form typically associated with other data in electronic form and is used by the signatory to sign.

Within Legacy

e-Signatures, unfortunately, are not possible on the Legacy platform. There are many e-Signature companies out there who can help you manage this function in your practice.

Within 2.0

The TA2.0 system can track documents and accept e-Signatures. Click the link to read an additional article explaining how/where to access this for 2.0:

Additionally this article includes a video tutorial near the end, reviewing 'Standard Client Document' capabilities:

We are also working on the capability to have custom forms available in release 2.0, which will be released sometime later this year.