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Intuit Community Champion
February 16, 2024
Discussion ongoing

eSignature requests should use Print Settings and custom client letters

Related products:ProConnect
  • February 16, 2024
  • 1 reply
  • 5 views

When we use the option to attach the tax return to a DocuSign eSignature request, the tax return ignores all Print Settings and doesn't use the custom client letter settings.  It should use the Print Settings and custom client letter settings just as when printing a return for a client. 

1 reply

Level 7
February 17, 2024

Thanks for the idea to  use the Print Settings and custom client letter settings just as when printing a return for a client.   . We are changing the status to "Open for voting".

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