Discussion ongoing
Correction of [Client Name] in eSignature Request
It has come to my attention that the eSignature request currently has [Client Name] set to the return name instead of the actual client name. For example, if a return is named "2022_SMITH_JOHN," "Dear [Client Name]" will be translated to "Dear 2022_SMITH_JOHN," which is not the correct client name.
To prevent this issue in the future, I request that [Client Name] be changed to the actual client name and that a new label, [Return Name], be created to reflect the return name. This will ensure that the correct client name is used in all future eSignature requests. I kindly ask for your support in making this change as soon as possible. Thank you.
