PaTrOn007
Level 1
02-22-2024
10:08 PM
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Hi Judy,
I have e-signatures that i purchased with proseries. In Prior Years, all of those signatures were linked with docusign.com. Sometimes, when the clientsfail the identification question, for some unknown reason, you could go directly to DocuSign and remove that questionnaire option.
Now, since its not linked to docusign, if clients can't e-sign because of the questions, i have to send them the form via email, they have to print, handsign it & scan it back to me. More work for me and them...
Thank you