Nancy McCulley

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Activity overview

Latest activity by Nancy McCulley

  • Nancy McCulley commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Email Templates

    Unable to post screen shots, sorry. Not sure why I'm unable to copy & paste here. I followed steps above. Pressing Shift+F2 does nothing. I am able to get the Insert Field dialogue box to appear by...

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    • Nancy McCulley
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  • Nancy McCulley commented,

    1. User Guide
    2. Documents, Email & DocuSign
    3. Email Templates

    I cannot get a wildcard into the subject line of an email template in v20. Tried Shift +F2 (as recommended in post from Nov. 2015) but it does not work. Using the wildcard button on the toolbar ope...