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Solved! Go to Solution.
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Had that problem too... Then I found out that you have to have TWO email addresses; one for the TP and one for the SP. Each one gets a separate email and separate signature envelope. I now have a couple out that use the same email for both and I think it will be fine but I'm holding my breath.
Hope this helps or solves your issue.
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I am new at using esignature this year and I am using 2 different emails and keep getting error message unble to retrieve email template, do you know why I may be getting thi error? I have trid suppor 3 days straight they are no help and I am considering switching tax programs I have had to many issues, so frustrating....
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Make sure your email program is NOT open when you try to load the template. If the program is open then the tax program can't open another copy and you get the error. I closed outlook and then it worked for me. I hope that works for you.
