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Level 3
February 21, 2024
Question

How do I edit email templates in eSignature? The help feature says to do this in "eSignature wizard," but I don't see a wizard anywhere.

  • February 21, 2024
  • 1 reply
  • 6 views

The email template right now is asking for 2022 signatures rather than 2023.  In addition, there are a couple of comments I'd like to add to everybody's email.  And where in the world is the "eSignature wizard"??

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1 reply

Level 3
February 5, 2025

Hi ctalleycpa

 

You ever solve this?  

I don't want to have to edit each and every email that goes with an esignature request.  The prewritten templates are worthless

TIA

Brett Backues, CPA