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Hi Skylane, I do this but then have to remember to go back and change them back when I am sending the DocuSign for each to e-sign.
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We have a lot of clients that the spouse is the one to review the tax return. It would be nice, when emailing the returns for review, to have the option to send...
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Would love to see the eSignature Dashboard have an option under Action that shows something along the lines of completed, printed etc. that you can mark when do...
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I manually updated and that seemed to fix the problem.
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We are new to using the eSignature in ProSeries 2020 however the Authentication method is grayed out and I am unable to continue. We have 300 eSignatures availa...
