I noticed that when a client is unable to sign the e-signature docusign because either it was sent to a wrong email address or they failed authentication, it has to be voided and re-sent. Intuit then charges AGAIN for the e-signature to be re-sent. This seems unfair, especially since it is sent to the same taxpayer, same documents that were previously sent. And how do we even know if they did in fact answer an authentication incorrectly or if it was a problem with the e-signature program which caused the error in the first place?
I am unhappy that Intuit charges for this multiple times. I have had this happen to several clients.
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If the client fails authentication, you can go to DocuSign directly and re-send it. I don't believe there is a charge for that.
I would personally like to see Intuit give us access to correct envelopes, as, like you, we have to void and re-send envelopes for correctable issues such as a bad email address. DocuSign supports this, but our limited account that Intuit gives us does not give us the option.
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
When sending a docusign to married clients and one of them fails authenticity, it would be nice to be able to just send the docusign again to the spouse who failed and not have to void and re-send to both spouses.
@drymnd8803 If you go to https://docusign.com/ and log in, you can not only re-send an envelope to any spouses that failed authentication but also correct the envelope if you need to change an email address or anything else about the envelope.