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N411BC
Level 3
March 7, 2021
Question

How do you Update Esignature Documents?

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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2 replies

kellydch
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

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