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SM65
Level 1

Older files and e-signatures

The Client Explorer only shows clients from 2008 to 2020. What was the purpose of excluding prior clients and why can’t they be carried forward? The Client Explorer prior to this year provided a good data base of all clients for quick access. If a client moved back and wanted to retain you again then you could always carry his/her files forward. Also, there was an updated patch regarding e-signatures but there were no instructions on it. Where are the procedures for that?