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wmg6803
Level 1
January 8, 2025
Question

Sending paper PDF organizer mass emailing

  • January 8, 2025
  • 1 reply
  • 9 views

Can anybody tell me how to send the paper PDF version of the organizer in a mass emailing by tagging the client thank you if you could help me

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    1 reply

    abctax55
    abctax55
    Level 15
    January 9, 2025

    paper v PDF.... they are two different critters.

    And PDF'ing organizers via Lacerte can't be done "in mass".  

    Unless you are using the e-organizer; that I don't know as I don't use it.

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