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Use client request - for Paper signatures

John_DamousJohn_Damous Transforming problems into 3D solutionsPosts: 106 ✭✭✭✭

Today i am suggesting a new feature.

I know that we can sign electronically via e-sign and make this a task to wait for the client to response.

Sometimes it needs my client to actually print the form and sign by pen. I would like to mark this as a task to wait for my client to response.

Please add to the client request an option to attach a document requesting to sign and will ad a task to wait for client to sign. The client will see on their portal an option where to upload the signed document and attach it to the signature request.

After the client uploads the signed document it will change the status in the canopy to waiting for review.

see here a similar idea to request another document from the client to upload.

https://community.canopytax.com/discussion/395/documents-request-on-client-request#latest

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