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bellecrotte
Level 1
posted
‎March 07, 2021 09:01 AM
last updated ‎March 07, 2021 9:01 AM

Electronic signature option not showing to create file

Ok so I created the Docusign account, I updated the date and time signatures as per instructions,I linked it to Profile.

I selected customer will be signing electronically. I put in email address on tax return.

I enabled Docusign under options/intergration

Now the esignature feature is greyed out and will not allow me to create the file for the signature.

How do I get the esignature to populate??

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1 Comment 1
ProFile Duncan
ProFile Team
ProFile Team
‎March 10, 2021 05:18 PM

Electronic signature option not showing to create file

Hi, thank you for using Intuit ProFile Community

The e-signature menu item only has the connect or the e-signature options. If you are signed in to both your Intuit account and 

DocuSign with a 2020 ProFile license activated, the e-signature window should open. Review the steps in this document, if you still have the issue call us at 1-800-452-9970 for an agent to assist.

I apologize for the inconvenience but hope this helps

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