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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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eSignature and DMS
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Level 4
04-03-2021
03:51 PM
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One of the most frustrating things I have found this year is the fact that when you download eSignature documents from DocuSign you can not save them directly to DMS. In fact you have to download, save to another folder and then move them to DMS. Can't even cut and paste!
Items downloaded directly from Intuit Link have a similar problem. Have to save to another folder and then move to DMS.
We should be able to download everything directly to DMS. About the only items I can save directly to DMS is if someone emails a PDF form that I can drag and drop.
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