Printing of the Organizers
- Do not add any additional questions in the questionnaire.
- Any custom configuration regarding correspondence needs to be cleared so organizers will print with default settings in place.
- PDF file names must include the Client ID.
Preparing of the Batch File(s)
- Do one batch per each ERO.
- ZIP file size limitation is 1GB.
- .CSV file "must haves":
- First recipient's email address.
- Client ID that matches the PDF file name of the Organizer.
- .CSV file optional fields:
- Spouse Email (taxpayer can enter this information).
- Taxpayer Country Code and Mobile Number (access codes will go out via email if not provided).
- SpouseCountry Code and Mobile Number (access codes will go out via email if not provided).
- The email addresses should all be in lower case.
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