maxie
Level 3
03-09-2021
04:52 PM
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I voided my request with the bad email from the esignature dashboard.
Then I changed the email in the tax file. Hit F9 & F10 just because that seems to be the thing to do with Proseries.
Then I chose "save as" and renamed the file.
I went to the efile center. There were two files showing for the client. I went into the first file and unchecked the efile federal and state buttons. That left the newly re-named file in the efile center.
I was able to request signature and it had the updated correct email on it.
Those are the exact steps I took and it worked. Hopefully this helps someone else!