Allow customization of esignature emails
The 2 signature emails (create a PIN and then sign docs) do not tell the recipient it is from their accountants. They only know its from officetools. That's not cool, at all.
Comments: 2
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19 Jan, '19
Paul SaundersTaxpayers are very sensitive to identity theft. The initial email for e-signature MUST clearly identify the Firm/Tax Preparer as the sender...and not only referenced in the small grey text at the bottom of the email. 99% of taxpayers are automatically trashing the email due to fraud suspicion.
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05 Feb, '19
Michelle Hausz AdminYou can replace the OfficeTools header logo with your own company logo for the signature emails. Go to Setup?My Company> Information and Settings> Esignature> Email settings.