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Participant
September 8, 2021
Question

Document Title is account holder's email address instead of the form title.

  • September 8, 2021
  • 0 replies
  • 163 views

When we send out efile authorizations to our clients directly, they come back with the clients name (from their email address and our form name, which is ideal. However, we have a New Client Questionnaire on our webpage and when prospective clients fill that out, the Document Title just has the account holders email address in it, which is not helpful. How can I change this?

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