Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    Esignature

    bob400
    Level 1

    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.

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Comment 1
    Orlando
    Intuit Alumni

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

    2021-01-16_10-14-47.png

     

    0 Cheers