Planned
Optional Signature Boxes on Additional E-sign Documents
We have consent forms we send to clients annually to opt in or out of marketing communications and we would like to include these with organizers/returns, but it is not required to sign the form. We would appreciate an "optional" toggle being added to signature boxes like they are with the check boxes, so that if a specific form or signature box isn't completed, the return/organizer can still be marked signed/complete and taxpayers won't get any kind of reminders to sign that page.
Comments
Hi Heather, I am pleased to let you know that we do plan to implement this function in an upcoming product release for Organizers. We do plan to implement this with other modules as well at a later date.
Thank you for this feedback!
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