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Katie Parnell, CPA

Turn off Email Attachment Feature

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Katie Parnell, CPA

Hello,

Is there a way you can turn off the email attachment feature? I would prefer to go online and download documents versus them being sent to my email as an attachment after the client signs their forms. This is mainly due to security purposes as my forms contain social security numbers which I have to redact before sending. If there is not a way to turn off the feature, is there a way to have the program recognize the form and apply the redaction automatically before I request signatures?

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