Answered

SafeSend Signatures-Remove Audit pages

We should be able to remove the audit page, and the verification, from a document that comes back through Signatures.

We need to upload elections with the return before they can be processed for electronic filing, like election statements or change of address forms.

As of now, we need to print the document to PDF again to remove the audit verification page, which is not required to be uploaded to taxing authorities.

3

Comments

1 comment
  • Official comment

    Hello Justan, 

    Thank you for your feedback! 

    Any signed documents downloaded from SafeSend are password-protected and cannot be edited. The audit report printed with the signed document is used as a security standard to track everything that occurred with the document, so allowing it to be edited would make this audit unviable. 

    We have submitted a request to our Development team to allow the firm to disable the audit page and password protection, but this may not be possible due to the above-mentioned concerns. 

    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post