Thank you, Mary, regarding #3, I had updated the email in Link before realizing I needed to uninvite-reinvite, so now the link doesn't have the client information. I only have the choice to view it from ProSeries without resending the client information. I only have the option to Invite-Edit-Mark Done in ProConnect. How do I send their info from ProSeries to the new email? (I've already updated the new email in PS.)