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View the email sent with an eSignature request

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View the email sent with an eSignature request

AverettPC

We have templates set up when we use eSignatures in Lacerte, but the templates have changed over the tax season, and some are updated based on the client. I would like to be able to view the email that the client received so I can verify which template or custom info they received in an email.

Status: New
Vote now if this is a good idea
1 Comment
rvallas
Level 1

Another option could be to print or be able to CC or BCC a preparer's email address for a copy of the email that is being sent to the client for esignature. Currently there is no way to verify what was actual sent so if I tell a client something specific to that client in the email, I have no record of that interaction.

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