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B
bob400
Level 1
January 16, 2021
Question

Esignature

  • January 16, 2021
  • 1 reply
  • 6 views

Let's say I have sent the 8879 for signature and receive it back. Is there anyway to then a few days later send the client an additional document? Their status in homebase reads "View Dashboard". When I go to the dashboard I can't find an option to send another document for a signature.

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1 reply

O
Orlando11
Level 8
January 16, 2021

You should be able to select that client in home base, and then choose eSignature -> Request... from the top Menu.

 

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