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TaxFolder email preview for New request

I am using TaxFolder to get e-signatures on forms outside of TaxCyle using “New Approval Requests”.

I would be really useful if we could preview the email going out to the client. I’m feeling a little blind, not knowing exactly what the client gets.

Nicole

1 Like

When you create a new document request directly in TaxFolder the email that is generated uses the Subject line you enter from this field:

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And the body of the email from the field below it - where you can place your instructions to your client.

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The email your client will receive will look like this (but with your logo and firm information) …


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