bob400
Level 1
01-16-2021
08:30 AM
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Let's say I have sent the 8879 for signature and receive it back. Is there anyway to then a few days later send the client an additional document? Their status in homebase reads "View Dashboard". When I go to the dashboard I can't find an option to send another document for a signature.
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Orlando
Intuit Alumni
01-16-2021
12:15 PM
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You should be able to select that client in home base, and then choose eSignature -> Request... from the top Menu.