Client still shows as needing to sign when they have signed. Then agent needs to click "sign". They should be having to click "file".
Client still shows as needing to "out to sign" when they have signed and returned BAS.
Same shows after refreshing or logging out and in again.
The agent option showing is to click "sign" (which would be on behalf of client instead of client)
Correct step should be the signed activity statement showing click "file".
2
votes
Michelle McDermott
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