Currently, the only way I have found to create or edit templates is by starting a "Request eSignature" on a single specific client in Lacerte. It opens the eSignature window, where I see the drop-down menu, the save changes, and the gear icon. To do this, sometimes I have a template in mind, but no client that needs the eSig sent at that time - so I end up clicking on any random client just to get access to the templates function. This limitation is not good, and leaves room for accidents or error on the random client that gets selected.
It would be very helpful to have a "Templates" button added on the lefthand menu when you go to the eSignature Dashboard tab. The button would open the same "Email Templates" window that is available from the gear icon when requesting an e-signature from a client.
It would be especially convenient if ALL of the file types' templates were visible at the same time, regardless of which file type (individual, s-corp, fiduciary, etc) is selected. My company uses the same template across all of them, and to do that, we have to copy/paste the text into Microsoft Word or something, in order to get them to match between each file type.
Thank you!
Vote now if this is a good idea
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