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eSignature - where to indicate it is elected?

Bob Saunders
Level 3

How is it possible that there is no indicator that a client wants eSignature?  All we need it a box in the main client screen!

How does an admin know if it gets collated or esigned?

How do we know what the client did last year?

How can we change the letter so it makes sense?

Why isn’t this incredibly obvious to Lacerte?

0 Cheers