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Level 3
March 18, 2022
Question

Lacerte: E-Signature Document Re-ordering No Longer Works

  • March 18, 2022
  • 1 reply
  • 17 views

Beginning with one of the recent updates, the ability to re-order the documents that clients receive in the e-signature email no longer exists.  The email screen still has a column for re-ordering, but it is not functional.  We have tried on two dfferent PCs in our office.  It is very confusing for clients to receive the DocuSign email with documents in the wrong order.  Lacerte, please fix this!  Thanks

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1 reply

Level 2
March 19, 2022

We are having the same issue.  This is very frustrating as our entire operation depends of inserting certain documents into the eSignature package.