George4Tacks
Level 15
02-03-2020
10:26 AM
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For OLD SCHOOL: I would use Settings > Status > Add one for "e-mailed Acceptance"
Settings > Display > e-file Clients (view) > Add "Current Status" to the display
Click OK when done
You can then look at the e-file Client list to see who does not have "e-mailed Acceptance" Don't mark Final until after the e-mail is done.
Answers are easy. Questions are hard!