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Can I add an additional comment to all forms when I select Initiate?
Can I add an additional comment to all forms when I select Initiate?
Published: 03/08/2015
Answer:
An additional comment can be added to the text box “General Questions for all Responders (optional)” located at the bottom of the Initiate Confirmations section of a client profile.
This additional comment will be attached to all forms sent to all financial responders.
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