Revoke eSignature documents after transmission
You can revoke (or recall) a document transmitted for eSignature by completing the following steps:
- In UltraTax CS, selectHome Page
- SelecteSignature Status Liveon the Home Page. This section displays the current status of all documents that your firm has previously transmitted for electronic signatures.
- In the Status at Thomson Reuters data center column, go to the document and select[Revoke]to recall that document.noteThis is available only when the status of a document isElectronic Signature Sent. Once a client has signed or declined to sign that document, you can no longer recall that document.
After you select
[Revoke]
, UltraTax CS changes that link to display [Revoke Pending]
on the Home Page. When you open the client return for whom the eSignature documents were revoked, UltraTax CS displays a status of "Revoked" in the Client Status list.
note
- You can't revoke an eSignature document after the recipient has accessed the document.
- There is no fee for revoking eSignature documents, and you won't be charged for transmission if you successfully revoke a document.
- The recipient client doesn't receive notification that an eSignature document has been revoked. If the client attempts to access the revoked document, they’ll receive a message stating that the document is no longer available.
