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Gregg-Gillaspy--CPA--CFP
Level 2
March 11, 2020
Question

E-Signature

  • March 11, 2020
  • 1 reply
  • 14 views

For the email address listed on the e-signature request, where does it pull from?  I want to change it to a different email address but don't know how to change it.

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1 reply

A
Amajane285
Level 4
March 11, 2020

I believe it pulls from the contact info in Screen 1.  But you can also change the email in the eSignature wizard screen where you can type the body of the email.

    G
    Gregg-Gillaspy--CPA--CFPAuthor
    Level 2
    March 13, 2020

    Are you talking about the email address of the recipient?  I am talking about my email address as the sender.  I want a different email address for me listed so the client sees a different one than they are seeing now.  I don't know how to change it or if it can be.

    D
    dbanks
    Level 2
    October 12, 2020

    Did you get an answer to this?  I am having the same issue!

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