Answered: Client Experience w/ProSeries E-Signatures

JSant · ‎12-15-2022

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!

JSant · ‎12-15-2022

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.

View solution in original post

IRonMaN · ‎12-15-2022

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

Slava Ukraini!

JSant · ‎12-15-2022

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.

Client Experience w/ProSeries E-Signatures

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