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Level 1
February 12, 2025
Question

How can you tell who has signed on a MFJ esignature request that is partially signed?

  • February 12, 2025
  • 1 reply
  • 4 views

First time user of ProSeries esignature.  How can you tell which spouse has/hasn't signed a forms request? I don't see anything within the client file nor can I tell on the dashboard unless there's a setting I'm not seeing.

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1 reply

Level 6
February 13, 2025

Log into your Docusign account; you can see who hasn't signed.