How to edit the Conflict of Interest email sent to Interested Persons

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Issue: The client needs to edit the initial Conflict of Interest email sent to the Interested Persons.

Resolution: The client can edit the email in the Add Interested Persons tab.

How to Resolve:

1. Navigate to the Conflict of Interest Module
2. Click on any of the white spaces under the blue column headers
3. Navigate to the Add Interested Persons tab
4. Click on the View/Edit Email Sent to Interested Persons link
5. Edit the Subject and Body in the next window
6. Click Save & Close
   
   
   
   
   
   
   
   

Note: The link mentioned in the Link Text field is a personalized, auto-generated link, sent to the Interested Persons.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

Related to

• COI
• Conflict of Interest

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