The client letter with the instructions isn't included with the Complete Return when sending via Docusign. It would be very helpful if it was. Clients need a brief explanation like the letter spells out as to what they need to do as far as payments, estimates, etc.
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
