Jbc777

Lacerte Tax Idea Exchange

Submitted by on ‎09-05-2024 11:40 AM

It would be nice to have after the client sends the DocuSign completed document we have downloaded the signed efile information and don't need to see it again. Please have a "Finished", can be toggled so that it is easier to find the DocuSign's with the same client name, to download and complete for our files.

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Thanks for the idea to "be able to download completed Docusign documents". We are changing the status to "Open for voting".

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Status: Open for voting
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Comments
Intuit_Ruben
Level 5
‎09-10-2024 02:12 PM
‎09-10-2024 02:12 PM
Status changed to: Open for voting

Thanks for the idea to "be able to download completed Docusign documents". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
 Lacerte Idea Exchange 


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.