Allow esign tasks to be marked “Sent” without needing to send anything and allow status tracking
under review
Stephanie Nolasco-Sarris
Enable the ability to mark esign tasks as “sent” even when clients prefer to sign authorization forms on paper. This update would allow the team to track the status of a return without sending notifications or signature requests to the client. Currently, the earliest status that can be updated in the portal is “e-file submitted,” so this change would provide better visibility into engagement progress while accommodating paper based signatures.
Lauren LaVan
updated the status to
under review