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

Level 1

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 Comment 1
Level 1

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

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