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- e-signature email message
e-signature email message
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david3
Level 7
07-24-2023
04:07 PM
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Client received a letter from the state tax department because they didn't follow our e-signature email instructions. They are saying that we did not instruct them on the step that generated the letter.
They can't find the e-signature email or documents on their computer. I can see the e-file forms, tax return and payment voucher when I click on view in the e-signature dashboard. However, there is no copy of the email message to view.
How do we get a copy of the email message that we sent to the client through e-signature?
Thank you.
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