Activity Feed
- Posts
- Replies
-
under the Forms tab, on the far left - Form Typer - Fillable Form
-
I printed out the organizers to PDF out of Lacerte (directly to SmartVault - so they went to each client's folder).I then opened the PDF and made it fillable, s...
-
I never said SmarVault converted the file to a fillable PDF.I print to SmartVault, then use KOFAX to open, convert the file and save it back to the client's vau...
-
I found a work around, although takes an additional step and more time.I print the organizer to PDF and save it. Open the organizer in Kofax Advanced (similar t...
-
RobertMy first question is - if your firm has this technology, why doesn't Lacerte have this built into their software? (rhetorical I guess)Second, I use Kofax ...
