This release changes the functions used to request e-signatures in templates and resolves other issues found since the previous release.
Important! If you usually request e-signatures on templates (such as the ELetter engagement letter) via TaxFolder or DocuSign® and have customized those templates, please follow the steps below to update your templates.
To install this version immediately, download the full installer from our website or request a free trial. Once we enable the automatic update for this version, TaxCycle will prompt you to install it according to the priority set in your TaxCycle Options. (To deploy auto-update files from your network, see the Auto-Update Files page.)
To resolve an issue with requesting e-signatures on templates (such as the engagement or pre/post-season letters) through TaxFolder or DocuSign®, we changed the anchor code used to place the signature and the date signed within the templates.
If you use the default built-in templates that come with TaxCycle, you do not need to make configuration changes.
If you customized those built-in templates at all (or created your own), you will need to replace the anchors for the signature and date signed with the new functions. Depending on the template, the code is slightly different. For example, in the ELetter template, you must
For details of the affected templates and instructions on how to adjust any custom templates, see the New Template Functions for E-signatures help topic.