Planned
Auto Add Client Names - SS Signatures Message / Email
We have many entity clients that are managed by just a handful of managers, and the managers are very confused by the general language of the Email / Subject Line. We send the same documents to several entities at once, so we are unable to individually change the company name each time.
Using Merge Mail, we are able to have the word doc auto add the taxpayer name in the document itself. Organizers has this as a feature within the Default Email, as well. We would like that added to the Signatures message capability.
The managers need to be able to tell from the email itself which entity the document is for. I have received many emails and phone calls from our clients about this issue.
Comments
Hi Chelsea, I did find another request submitted on your behalf to consider adding variables to the Client Instructions for Signatures. Something like that would likely help alleviate the confusion that you've explained here. I have added these details to the internal ticket we have open for this. Thank you for this feedback!
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