PDF Document is Blank with requested RemoteSign

Taxpayer doesn't see any text on the PDF sent with remote signature request.

  1. Remote Sign request has been sent via Link to Cell phone or Email
  2. Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate access
  3. When Taxpayer reviews the document before signing, there is nothing populating on the PDF

 Cause

  1. Possible issue with Printer Setup within the program
  2. Possible issue with Taxpayer device not having a PDF reader installed 

Resolution - Verify Printer Setup correctly

  1. Navigate Setup > Printer Setup > 1040 Return Printing Tab
  2. Verify under the Client set checkmark for Send to Printer/PDF

  3. Navigate to Print Options Tab
  4. Verify no checkmark for Print Preparer Copy Only if Verified w/Error

  5. Select OK to save changes
  6. Verify in Print Preview that data is present before attempting to send another signature request

Related Article
KB 96 How to Use The Remote Signature (Desktop Version)
KB 815 Configure the Remote Signature Software Feature (Wallet)