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kwinike
Level 3
February 12, 2026
Question

DOCUSIGN

  • February 12, 2026
  • 1 reply
  • 5 views

2025 Lacerte it is not bringing over client name or emails in the integrated Docusign module.  I have had to type them in every time I need to send a Docusign request and it's very time consuming. Is there a fix to this because it's not happening in any other year of the Lacerte - just 2025. 

1 reply

Kathi_at_Intuit
Kathi_at_IntuitModerator
Moderator
February 18, 2026

Hi @kwinike Thanks for posting about 2025 Lacerte is not bringing over client name or emails in the integrated Docusign module. If you are still having issues with this, and have not contacted support already, we would connect with Lacerte Support for assistance. 

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