How can I get signed eSignature documents over to my SmartVault from Lacerte?

Forum|Forum|5 years ago
January 7, 2021
1 reply
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How can I get signed eSignature documents over to my SmartVault from Lacerte? We haven't purchased so I can't see how I would view the signed documents and store them in SmartVault.

eSignature

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K

Karl

Intuit Community Champion

I'm assuming you're using Docusign through Lacerte, so if you're not, these instructions may not help you.

First step (not req'd, but it makes it a lot easier), map your SV to a local drive (Z:)

In Lacerte, you'd go to the "e-signature dashboard" tab, and click "download" for the one(s) you want to save, and navigate to the Z:/Clients/... to save it.

If you don't map a drive, you have to save it to your computer and then drag-and-drop to SV.

FWIW, I don't do this. Maybe I'm too trusting, but I've got it in Lacerte/Docusign, and that's enough for me.

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