How can I view the status of an eSignature Request?

How can I update the status of an eSignature Request?


Solution Description

You can view the status of an eSignature Request from the Clients tab or within the eSignature Dashboard.


To view the Status of an eSignature Request:

  1. Click on the Clients tab (to view the list of your clients).
  2. Locate the Client file from the list.
  3. Look at the current status in the eSig Status column.

 

To update  and view the eSignature Status from the Dashboard:

  1. Navigate to the eSignature Dashboard.
  2. Click on Usage from the left navigation panel.

    Note- This will update the status. If the eSignature Dashboard is left open the status will check for updates every 20 min.

 

To update the eSignature Status manually:

  1. Click on E-file.
  2. Click on Intuit eSignature.
  3. Select Update eSignature status.
  4. Locate the Client file from the list.
  5. Look at the current status in the eSig Status column.