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Level 3
March 31, 2024
Question

esignature

  • March 31, 2024
  • 1 reply
  • 5 views

I sent esignature request and found out after sending email was no longer valid.  I voided the esignature, but it appears on esginature dashboard that old email is still valid even though I changed on client info within tax return.

 

How can I change?  Thank you.

 

Richard

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1 reply

Level 4
April 1, 2024

After voiding the request, change the client return with valid email and resend the esignature request from homebase (efcenter=>right click on client -> request) instead from ESignature dashboard.