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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Lacerte: E-Signature Document Re-ordering No Longer Works
Lacerte: E-Signature Document Re-ordering No Longer Works
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mneath
Level 1
03-18-2022
11:16 AM
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Beginning with one of the recent updates, the ability to re-order the documents that clients receive in the e-signature email no longer exists. The email screen still has a column for re-ordering, but it is not functional. We have tried on two dfferent PCs in our office. It is very confusing for clients to receive the DocuSign email with documents in the wrong order. Lacerte, please fix this! Thanks
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Woody1
Level 1
03-18-2022
09:37 PM
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We are having the same issue. This is very frustrating as our entire operation depends of inserting certain documents into the eSignature package.
