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Jbc777
Level 1
September 5, 2024
Discussion ongoing

DocuSign completed

Related products:Lacerte
  • September 5, 2024
  • 1 reply
  • 1 view

It would be nice to have after the client sends the DocuSign completed document we have downloaded the signed efile information and don't need to see it again. Please have a "Finished", can be toggled so that it is easier to find the DocuSign's with the same client name, to download and complete for our files.

    1 reply

    I
    Intuit_Ruben
    Level 7
    September 10, 2024

    Thanks for the idea to "be able to download completed Docusign documents". We are changing the status to "Open for voting".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
     Lacerte Idea Exchange 


    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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