Edit the TaxFolder Signature Request Email

Updated: 2025-10-23

If you need to edit the signature request email to a client, you can do this from TaxCycle or TaxFolder.

Editing the signature request email allows you to update the recipient’s email address and phone number, add another signer, and update the documents that need to be signed. When an edited request is sent, the prior document link becomes inactive and a new link is sent to the client.

Edit Request From TaxCycle

To edit a request from TaxCycle, you will need to void the existing request and send a new request.

Follow the steps in the “Void Request From TaxCycle” section of the Void the TaxFolder Signature Request help topic. After this, you can send a new request from TaxCycle or TaxFolder.

Edit Request From TaxFolder

1. On the TaxFolder Dashboard, click on the client’s name to open their record.
   
2. On the client’s record, select the engagement that contains the documents you wish to void first.
3. In the Engagement Status section, click the arrow next to the View Original button and select Edit Request from the dropdown list.
   
4. Click the red trash can icon to delete the original document. To learn how to delete a signature request, read the Delete the TaxFolder Signature Request Email help topic.
5. Click Add Document to manually upload a new document. 
6. You can edit the Recipient Name, Recipient Email and Contact phone number in this section.
7. Check the Add additional questions box to require the recipient to answer additional security questions, by entering their last name, the last four digits of their SIN and their date of birth.
8. Click Add Approver to add another recipient to approve the request.
9. You can edit the request email Subject line and enter a message to the recipient(s) if you wish.
10. Click Send Without Signatures to send the edited request as an approval request without any signature anchors. To request signatures, go to the next step.
11. Click Add/Edit Signature Fields to add or edit signature fields.
    
12. Click Send for Signature to send the edited request.