Edit or Delete Another Team Member’s Signature

Team members with the same access rights can edit and delete signatures of each other before sending documents to a client.
It comes in handy when the other team member is on leave or doesn’t work in your firm anymore but the document you are editing includes their signature.
To edit signatures in documents that you already sent to your clients, you have to cancel the request.

Learn more about e-signatures in our Help Center: https://help.taxdome.com/article/291-e-signatures-explained

How to add and request signatures in TaxDome: https://help.taxdome.com/article/146-electronic-signatures

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​. 

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​. 

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

Team members with the same access rights can edit and delete signatures of each other before sending documents to a client.
It comes in handy when the other team member is on leave or doesn’t work in your firm anymore but the document you are editing includes their signature.
To edit signatures in documents that you already sent to your clients, you have to cancel the request.

Learn more about e-signatures in our Help Center: https://help.taxdome.com/article/291-e-signatures-explained

How to add and request signatures in TaxDome: https://help.taxdome.com/article/146-electronic-signatures

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​. 

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​. 

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.