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Level 3
April 25, 2024
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E-Signature Request - Change Template Formatting

Related products:Lacerte
  • April 25, 2024
  • 0 replies
  • 3 views

Please allow the template of the email to be changed or make this overall change. Using docusign as a stand alone product, I can change how my email looks to a client but within e-signature I cannot. The blue box asking to review a document appears first and the email message is after. Clients do not read anything past the blue box.  The email message should appear first, to give the clients a fighting chance to attempt to read it. Clients are click happy.