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RESOLVED: TaxFolder Not Completing Signed Documents

We have received reports that TaxFolder does not always trigger the completed signature/approval email and produce the signed/approved documents. This issue affects only a small number of the documents sent for signature or approval.

Workaround

Please do not resend the document for signature. We have a way to manually trigger the completion email and signed/approved documents. Send us the document ID and we will trigger the completion.

To copy the document ID:

  1. Go to the Client Dashboard and open the engagement for the client.
  2. Find the request in the Approvals and Signatures section.
  3. Click on the drop-down arrow beside the View Original button.
  4. Select Copy ID.

copy-id

Resolution

This issue was resolved in the latest TaxFolder update.