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I know this is only a work around, but it works.I print the organizer to PDF. then open the PDF and use my PDF software to convert the document to a fillable fo...
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under the Forms tab, on the far left - Form Typer - Fillable Form
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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...
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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...
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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...
