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Level 3
March 7, 2021
Question

How do you Update Esignature Documents?

  • March 7, 2021
  • 1 reply
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If you send an esignature request and then need to update the underlying documents and resend how do you do this?  I tried voiding the original request but I can't get the underlying documents to refresh

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1 reply

Level 2
March 7, 2021

I use Adobe Acrobat Pro for e-sigs.  $14.99/mo for everything, and I can redact my Efin on the forms.

N411BCAuthor
Level 3
March 7, 2021

Let me clarify my question.  I have already sent out a tax return to a client and requested an Esig.  We find a error and want to correct the document in the envelope.  Docusign allows you to do that with a pull down menu but the Intuit Dashboard does not seem to have that option