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March 7, 2021
Question

Electronic signature option not showing to create file

  • March 7, 2021
  • 1 reply
  • 6 views

Ok so I created the Docusign account, I updated the date and time signatures as per instructions,I linked it to Profile.

I selected customer will be signing electronically. I put in email address on tax return.

I enabled Docusign under options/intergration

Now the esignature feature is greyed out and will not allow me to create the file for the signature.

How do I get the esignature to populate??

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1 reply

Level 8
March 11, 2021

Hi, thank you for using Intuit ProFile Community

The e-signature menu item only has the connect or the e-signature options. If you are signed in to both your Intuit account and 

DocuSign with a 2020 ProFile license activated, the e-signature window should open. Review the steps in this document, if you still have the issue call us at 1-800-452-9970 for an agent to assist.

I apologize for the inconvenience but hope this helps