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Client Copy of return if they lose their docusign email

Level 2

I use Docusign and include a copy of the client return in the docusign envelope.   My clients sometimes fail to download or print a copy of their return (even though I TELL THEM TO) then can't find the email later to access it and call me wanting a copy.   Is there a way to resend the email so that I can get them a secure copy of the return without charging me again for another signature (which isn't needed since it's already signed).   



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2 Comments 2
Level 15

There is an option when printing returns to Email password protected pdf

It may be the solution to your situation.

For the record, I have not ever used it.

Level 2

I'm not seeing that option in 2023 Proseries Basic.

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