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April 30, 2024
New

Add eSignature Status Filter on Left Side of Main Screen

Related products:Lacerte
  • April 30, 2024
  • 0 replies
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Add an expandable filter on the left side of the main screen called eSignature Status.

Position above Federal e-file Status and include the values including Sent, Voided, Completed, etc.

Also, consider adding a view above the filter section for eSig Clients.