Feedback

In FC's e-signature offering, allow users to set a signing order. This should function where I can do something like: Person A and B need to sign first (but doesn't matter WHICH of them is first), and then Person C can sign. It should be flexible to allow for that capability.

For FC's E-signature feature, allow internal team members to also be signers

it was ideal to be able to request e-signatures directly from the document as opposed to having to create a client task within a project. Additionally it was useful to have an e-signatures section off the left hand side navigation tool. i have lost track of how to quickly see what documents are out for signature across my firm.

When setting up a client task, we can select “Request an eSignature” and attach the document. However, after the project is created, the client task doesn’t carry that request forward. We have to manually request the eSignature again, which means re-uploading the same document. The client only sees the pdf that needs to be signed and the e-signature option is not available after the initial creation of the project.

Add filters on this page so you can more effectively navigate files not returned.

I love the new e-signature feature. One enhancement that would greatly improve the user experience would be the ability to move completed or voided signature requests into folders once they have been finalized. Providing users with the option to organize completed documents into custom folders would help keep the main dashboard and desktop view focused on active, outstanding signature requests. This would reduce clutter, improve efficiency, and make it easier to manage and locate historical documents when needed.

For Canadian income tax returns exact time stamping, inclusive of seconds, is required. Is it possible to display the precise time on the certificate including seconds "HHMMSS".

Please add a comment to this post with your feedback on the beta build of the E-Signature feature!

Please provide a setting to include the Client Task Name in the client email notification when we've requested a signature. Currently, only the file name displays.

We need a setting that allows clients to receive only one email notification if a client request section in a project has multiple signature requests. Currently they are receiving an email for each document that needs signing.