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accuservice
Level 1
March 15, 2024
Discussion ongoing

Esignature dashboard suggestion

Related products:Lacerte
  • March 15, 2024
  • 1 reply
  • 3 views

Is there a way to have the esignature dashboard alert you when someone signs their docs and it's ready to finish up?  That would be great.  Either by email or an alert in Lacerte at the top of the screen or something, like "1" on the esignature dashboard tab.  

    1 reply

    I
    Intuit_Ruben
    Level 7
    March 15, 2024

    Thanks for the idea to have the esignature dashboard alert you when someone signs their 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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