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Using the eSignature Edit Envelope feature

by Intuit•2• Updated 1 month ago

For tax year 2023, we're excited to introduce the eSignature Edit Envelope and hope it will make a positive impact on your tax preparation experience.

Using eSignature Edit Envelope, you can simply log in to your tax software, locate the envelope needing updates, and edit it with the necessary changes. Once you make the updates, the envelope will be sent over to your client for signing.

How to use Edit Envelope feature

  1. From the eSignture Dashboard, find the client you want to edit the envelope for.
  2. Move over to the Actions column, click the down arrow, and then select Edit from the menu.
  3. This will launch the eSignature Send feature, as well as reprint and auto-attach any federal and state authorization forms that were sent in the original envelope.
  4. On the Document section of the Send feature, review the documents that will be sent with the envelope.
    • If you added any new states to be e-filed to the return, the state authorization form (8879 state equivalent) won't auto-attach to the envelope when using the Edit feature, but can be added by using the Add new document button.
    • To add the state authorization form:
      1. Click into the Select document type field and select Authorization form.
      2. Select the Add new document button.
      3. From there, choose the authorization form for the newly added stated and then select Add.
        • Since these are authorization forms that eSignature normally auto-attaches, your tax program will auto-insert the signature tags in their proper signature lines for you.
    • If you need to attach any other forms types and request signatures on those forms, you can do that by clicking in the Select document type field and selecting Other document for eSignature.
      • At the end of the Sending process, you will be prompted to insert the signature tags for these documents before sending them to your client.
  5. Click Next to continue to the Recipients section.
  6. In the Recipients section, you can edits the following fields:
    • Recipients name
    • Recipients email address
    • Authentication method
    • Remove the spouses as a recipient
    • Subject and email message
  7. Click Next to continue to the Reminders and Payment section.
  8. In the Reminders and Payment section, you can edit your reminder and expiration settings.
    • Lacerte firms only: Only firms that have connected eSignature to their Merchant Account to receive payments can make edits here. 
    • If the original eSignature envelope contained a payment request, you can't edit any part of the invoice. If there are changes to the return that affects the invoice, we recommend you use the Void function to cancel the envelope, which will also cancel the payment request. Once voided, start a new eSignature request and select to send a payment request with the new envelope.
  9. Click Next to continue to the Review and Send section.
  10. In the Review and Send section, you can review the documents that will be sent to your client, recipient name and email address, and Reminder settings.
  11. Once you've reviewed the eSignature request contents, click Send.
    • If, on step 4, you manually attached other documents for eSignature, you will see a Continue to DocuSign option where you can enter the signature tags for these documents.

Common questions

QuestionAnswer
Why is my client not receiving a new email when I edit their envelope?After editing an envelope, the client will receive a new email notification if one of these actions was performed during the edit:

• The recipient’s email address is updated
• The recipient’s name is updated
• The authentication method is updated

When changes outside of those listed above are made, a new email notification won't be automatically sent.  In this case, we recommend you to send a Reminder to the client immediately after editing their envelope. 

To send a reminder email:
1. Go to the eSignature Dashboard.  
2. Find the client on the list and go to the Actions column.
3. Click Send Reminder to send an email to your client. This will send an email to the client where they can review and sign the necessary documents.
Do I need to add the Signature, Date Signed, or any other fields when editing an envelope?The Signature and Date Signed fields are automatically added to all signature documents that were part of the original request.

However, if you added any additional fields to these documents such as initial, name, and/or email address, you will need to re-insert those fields during the Edit envelope process.

To re-insert fields other than the Signature and Date Signed fields:
1. As you're going through the esignature request screens, on the Review and Send screen, click the Continue to DocuSign button.
2. This will launch your web browser and take you to DocuSign’s website where you can see the documents included in the envelope.
3. Use the thumbnails on the right to navigate through the documents.
4. Reinsert any fields that were included in the original request. For Married Filing Joint filers, you will need to manually insert the fields for both spouses.
Why is the Edit option available for some envelopes and not all?Only envelopes with a Sent or Delivered status can be edited.
On MFJ returns, one of the spouses has signed while the other spouse has not.  Can this envelope be edited?When only one spouse has signed, the envelope goes into a Partially Signed status and can't be edited. If changes need to be made to the envelope, you will need to Void the original envelope and send a new eSignature request.
I’m a Lacerte customer and I have connected my Merchant account to eSignature.  When I use the Edit feature, the section where the Payments settings are normally is blank.The invoice can't be changed when using the Edit feature. If you need to make changes to the invoice, you will need to Void the original envelope and send a new eSignature request with a new invoice attached. To void the original envelope, on the eSignature dashboard, select the down-arrow in the Actions column, from there choosing Void.
Which tax module can use the Edit feature with?The Edit feature is available in all tax modules that support eSignature.
Is the Edit feature available in my 2022 and prior year tax programs?Since this is a new feature introduced in tax year 2023, the Edit feature won't be available in the tax year 2022 and other prior-year versions of the tax program.
I purchased an esignature bundle for Tax Year 2023.  Do get charged an additional esignature credit every time I use the Edit feature.The eSignature Edit Envelope feature doesn't consume new credits when you use it to update an existing envelope. As long as you are only editing the same envelope that you already initiated and sent to your client, it won't result in additional charges.
Why am I getting a message that my document is locked for 30 minutes when using the Edit feature?Manually attached signature documents can become locked if the DocuSign browser window is closed before clicking the Send button.

Waiting for the 30 minutes to elapse is one option, but if time is a concern, voiding the current envelope and sending a new request may be necessary.

Lacerte customers only: If you're sending invoices with the esignature request, it's important to remember that voiding the esignature request will also void the attached invoice, so re-sending the invoice as needed is necessary with a new esignature request.
Lacerte Tax 2023Lacerte Tax 2024ProSeries Basic 2023ProSeries Basic 2024ProSeries Professional 2023ProSeries Professional 2024

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