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JSant
Level 2
December 15, 2022
Solved

Client Experience w/ProSeries E-Signatures

  • December 15, 2022
  • 2 replies
  • 15 views

Our firm is considering using e-signatures via ProSeries.  It's my understanding that client will receive e-signature requests via our firm's email address, but clients won't be able to reply to the email with questions, etc.  Can someone confirm?  Thanks!

    This topic has been closed for replies.
    Best answer by JSant

    Actually, we just tried with one of our clients, and it appears that the email comes from whomever is sending the message, not a singular email address.  In addition, clients are able to reply to the email within Outlooks, etc.  

    2 replies

    IRonMaN
    IRonMaN
    Level 15
    December 15, 2022

    I don't use it, but that would make sense.

    Slava Ukraini!
    J
    JSantAuthorAnswer
    Level 2
    December 15, 2022

    Actually, we just tried with one of our clients, and it appears that the email comes from whomever is sending the message, not a singular email address.  In addition, clients are able to reply to the email within Outlooks, etc.  

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