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E-Signature Dashboard

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E-Signature Dashboard

Each time Lacerte is opened and the first time in each session one goes to the Lacerte E-Signature tab, the user is taken to the "How it works" page. 

If the user has any open requests or has a balance in their eSignature "piggy bank", then they should be taken directly to the Dashboard.

I think it's fair to say they know how it works.

Status: New
Vote now if this is a good idea
2 Comments
Level 2

Agreed!

Level 2

yes agreed. I'm creating another poll idea re e-signature dashboard, please upvote that.

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