Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Lacerte: E-Signature Document Re-ordering No Longer Works

mneath
Level 1

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

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
Woody1
Level 1

We are having the same issue.  This is very frustrating as our entire operation depends of inserting certain documents into the eSignature package.

0 Cheers