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H
Hgascott
Level 1
February 16, 2021
Question

engagement letter e-signatures

  • February 16, 2021
  • 1 reply
  • 14 views

Can I use the ProSeries e-signatures to get signatures on engagement letters?

This topic has been closed for replies.

1 reply

A
AndrewS
Level 3
February 18, 2021

Yes, on the Documents page, select "Engagement Letter" in the dropdown and click "Browse" to select the pdf on your file system. It will be added to the list below and eventually you will be taken to DocuSign to place the signature coordinates.

(For detailed instructions, go to: https://proconnect.intuit.com/community/manage-integrations/help/how-to-use-esignature-in-proseries-professional-2019/00/4197. 
Expand the section titled "Sending a Request with additional documents")

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