N411BC
Level 3
03-07-2021
10:50 AM
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If you send an esignature request and then need to update the underlying documents and resend how do you do this? I tried voiding the original request but I can't get the underlying documents to refresh
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kellydch
Level 1
03-07-2021
11:55 AM
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I use Adobe Acrobat Pro for e-sigs. $14.99/mo for everything, and I can redact my Efin on the forms.
N411BC
Level 3
03-07-2021
12:06 PM
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Let me clarify my question. I have already sent out a tax return to a client and requested an Esig. We find a error and want to correct the document in the envelope. Docusign allows you to do that with a pull down menu but the Intuit Dashboard does not seem to have that option