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Client Experience w/ProSeries E-Signatures

JSant
Level 1

Our firm is considering using e-signatures via ProSeries.  It's my understanding that client will receive e-signature requests via our firm's email address, but clients won't be able to reply to the email with questions, etc.  Can someone confirm?  Thanks!

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Accepted Solutions
JSant
Level 1

Actually, we just tried with one of our clients, and it appears that the email comes from whomever is sending the message, not a singular email address.  In addition, clients are able to reply to the email within Outlooks, etc.  

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2 Comments 2
IRonMaN
Level 15

I don't use it, but that would make sense.


Slava Ukraini!
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JSant
Level 1

Actually, we just tried with one of our clients, and it appears that the email comes from whomever is sending the message, not a singular email address.  In addition, clients are able to reply to the email within Outlooks, etc.  

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