Comment
03-14-2024
02:11 AM
03-14-2024
02:11 AM
Part of the signature process is having the client verify that the SSNs are accurate. For new clients (or legacy clients with new dependents or spouses), that's critical to ensure a typo didn't happen. I put a SSN-masked copy in my portal for clients as a reference copy and just edit my DocuSign message to clarify the difference (this version has your SSNs showing so you can verify accuracy, if you want a masked version for privacy, save the version in your portal instead of this one for your records).