Signature Reports

Set access

If you didn’t set access during submission, or if you need to update access later, select the checkbox next to the taxpayer's name.
Select
Set Access
.
Move users from the field on the left to grant access to the document.
Move users from the field on the right to restrict access to the document.

Send a reminder

You can send reminders for any return with a
Status
of
Out for Signature
.
Select the checkbox next to the taxpayer's name.
Select
Send Reminder
.
Or select the
More
(
...
) menu to the right of the return and select
Send Reminder
.

Download documents

Select the document and select
Download Signed Documents
at the top of the report, or select the orange
Download
button in the Action column.
After the download is complete, the
Downloaded
column changes from
To Be Downloaded
to
Downloaded
.

Resend access link

This option is available after a signer has completed signing the document.
Select the green
Resend Access Link
icon to open a list of all signers who have completed signing.
Select an email address to send that signer a link for review and download.

Cancel the document

Select the red
Cancel
button to cancel the document for signature.

Actions drop-down menu

This option opens a window showing the currently active access code.
You can also generate a new code if the previous code has expired.

This option lets you create notes in the system for the client or document.

You can track client activity for each document, including when the access link was selected, when the document was signed and filed, and when signing was completed and who it was returned to.

You can use this option to delete the document.
Tracking information remains available in the
Recycle Bin
reports section.
Signed documents are no longer accessible after deletion.

Edit client information

You can update recipient information after delivery.
Select the email address under recipients.
Update the information as needed.
If you edit an email address and then select
Save Changes
, you are prompted to resend the document to the new email address.
This action doesn’t invalidate the authentication link in the first email.
Both links remain identical and valid.
The link becomes invalid only if the document is canceled, deleted, or expired.

Archived documents

Recycle Bin

Delivered or archived documents that are deleted are moved to the Recycle Bin.
Line-item data is retained for tracking purposes.
Signed documents are no longer available for download, and taxpayers and users no longer have access to these documents while they remain in the Recycle Bin.
You can restore a document by selecting
Restore
.
The document returns to the section from which it was deleted.
Signed documents become available for download again.
Taxpayers and users regain access to the document.
Documents in the Recycle Bin can be permanently deleted individually or in bulk.
To delete documents, select the checkbox next to the line item and select
Delete
.
Documents deleted from the Recycle Bin can't be restored or recovered.