QBPM sending documents for signature

This now appears to be resolved.

We have heard from Intuit that the esign functionality in QBPM should be working now.

If you're still experiencing problems, please try clearing your cookies and cache.

There is still a small issue remaining with this functionality- the sent email does not appear under the Task. However, the email is visible under the Client in the Email tab and of course, you can check your Sent Items in Outlook.

If you wish for the email to appear under the Task, you can do this manually by opening the email in one of the other areas (as above) and selecting the 'Add email to existing task' button.

We have reported this to Intuit- but have made it paramount that there can be no further disruption to sending document for approval.

We are getting multiple reports of QuickBooks Practice Manager (QBPM) failing to send documents for signature.

This appears to be a global issue.

From our own testing, a pop-up appears saying the message and document has been sent, but you can clearly see in the same window that the message is unsent.

We are in contact with Intuit and will update you when we have more information about a fix.