Gregg-Gillaspy- -CPA--CFP
Level 2
03-11-2020
10:26 AM
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For the email address listed on the e-signature request, where does it pull from? I want to change it to a different email address but don't know how to change it.
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Amajane285
Level 3
03-11-2020
12:19 PM
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I believe it pulls from the contact info in Screen 1. But you can also change the email in the eSignature wizard screen where you can type the body of the email.
Gregg-Gillaspy- -CPA--CFP
Level 2
03-13-2020
08:31 AM
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Are you talking about the email address of the recipient? I am talking about my email address as the sender. I want a different email address for me listed so the client sees a different one than they are seeing now. I don't know how to change it or if it can be.
dbanks
Level 1
10-12-2020
03:02 PM
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Did you get an answer to this? I am having the same issue!