TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Signatures (Advanced): Define Signing Priority

Signatures (Advanced): Define Signing Priority
2 Min

When applying signature templates, Signer priority quickens getting your documents ready for signature—especially ones for married couples. By default, the order of the linked contacts in the Account Details section dictates the signing order. But you can change it.

 

Read more

Document

Signatures (Advanced): Define Signing Priority

When applying signature templates, Signer priority quickens getting your documents ready for signature—especially ones for married couples. By default, the order of the linked contacts in the Account Details section dictates the signing order. But you can change it.