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Here, we’ll provide solutions to potential problems you may encounter when using our signatures feature, ensuring a seamless experience for you and your clients.
Covered here:
- I can’t request a signature
- The signature field is not appearing for one of the contacts (for a married couple account)
- “Unfortunately, there are no questions available to verify your identity for the social security number provided”
I can’t request a signature
If you ever find yourself unable to request a signature from a client, it’s likely because you uploaded a document to the folder with an incorrect
access level. To resolve this issue, follow these steps:
Document
Signatures: Troubleshooting
Here, we’ll provide solutions to potential problems you may encounter when using our signatures feature, ensuring a seamless experience for you and your clients.
Covered here:
- I can’t request a signature
- The signature field is not appearing for one of the contacts (for a married couple account)
- “Unfortunately, there are no questions available to verify your identity for the social security number provided”
I can’t request a signature
If you ever find yourself unable to request a signature from a client, it’s likely because you uploaded a document to the folder with an incorrect
access level. To resolve this issue, follow these steps:
