Lacerte Tax Idea Exchange
Submitted by molewnik on 04-25-2024 09:47 AMPlease 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.
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