Answered: Re: How do I change invitation email for everyone?

lilli1987 · ‎01-06-2020

harpermartin44 · ‎01-06-2020

I had the same question, just figured it out. Set up a new template (Firm settings:email template). When you invite clients change template to the new template, it changes the body of the email.

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harpermartin44 · ‎01-06-2020

I had the same question, just figured it out. Set up a new template (Firm settings:email template). When you invite clients change template to the new template, it changes the body of the email.

IntuitBettyJo · ‎01-06-2020

@lilli1987 @harpermartin44

This link should be able to help you: How to re-send and modify invite email

Cheers!

-Betty Jo

How do I change invitation email for everyone?

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