Allow customization of esignature emails

9 votes

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.

Done Suggested by: Peter Magidoff (01 Nov, '18) • Upvoted: 04 Feb, '21 • Comments: 2

Comments: 2

19 Jan, '19
Paul Saunders
Taxpayers 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.
05 Feb, '19
Michelle Hausz Admin
You 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.