cmorgancpatax
Level 2

Maybe, thanks for reaching out.  I've calmed down some.

I sent an esignature to MFJ couple but husband died in 2020.  I had not entered his date of death on the 2019 which means the esignature was asking the spouse to sign her husbands name.  That was our clue that I missed something.  So I entered DOD, I void the esign and resent esign.

Came to just her for her signature, all is well.  Until...the esign sent her a reminder from the voided esign with her husband still on there waiting for signature.  How do I turn this off?

Also, her signature envelope isn't available to me, I can see in the history that she signed it but it doesn't give me the download of the forms to print.

You may not be able to help, which is why I stayed on hold for so long.  

 

0 Cheers