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Does anyone have any tips on formatting the Invitation Email within Intuit Link (ProConnect Tax Online)?

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Level 2
 
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Level 15
  1. Within PTO, click on Intuit Link on the left panel;
  2. Click on Settings on the top-right corner left of the Create request button;
  3. Scroll down to Invitation email, click on the pencil icon to edit the message.
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Still an AllStar

View solution in original post

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Level 15
  1. Within PTO, click on Intuit Link on the left panel;
  2. Click on Settings on the top-right corner left of the Create request button;
  3. Scroll down to Invitation email, click on the pencil icon to edit the message.
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Still an AllStar

View solution in original post

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Level 2

Thank you itonewbie. I was trying to figure out how to format text within the Invitation Email template. I figured out that one can use html tags to format text in the Invitation Email. However, html tags do not work on the Engagement Letter template. 

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Level 15

Ah, you're talking about formatting the texts.  No, I didn't even venture to try that myself.  As it is, there's already enough going on with Link. Wouldn't want to push my luck with it.

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Still an AllStar
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