user68683
Level 2
01-08-2020
09:13 AM
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I was wondering if there was a way to edit the letter that is sent with the emailed copy of the Client Checklist? I did a search and found that I may be able to edit here Tools, Client Checklist, Preview/Customize Client however I do not have that option when I go to Tools, Client Checklist the only 2 options I see are Batch Print Checklist and Batch Email Checklist no option to edit. Any help would be appreciated. Thank you!
Solved! Go to Solution.
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