taxeash
Level 2
10-16-2023
09:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Every time I want to add the engagement letter to my e-signature requests I have to upload it to Lacerte. When I get to the send screen it makes me format the engagement letter on Docusign's website to mark where the client has to sign and date.
Is there a way to save the engagement letter in the default settings so I don't have to manually do this 100+ times?
Thank you.
Labels