Client Instructions

You can customize the email notifications received by the Taxpayer and create firm-wide defaults for these messages.

Client Instructions Overview

  1. Navigate to Settings
  2. Select Client Instructions.

  3. Initial Email message.
  4. Reminders messages.
    • Note: Users can edit the Reminder email notifications for Engagement Letters, Organizers, and Source Document Upload (if applicable).

  5. Download Engagement Letter message. 

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    • In these sections, Users can customize messages and instructions that the Taxpayer will see as they make their way through their organizer.
    • Default messaging is provided for each section. Users may choose to use the defaults provided or they can add their own at any time.

Client Instruction Definitions

  • In Client Instruction, the messages are broken down in the format below:
  1. The name of the message, with a brief description of where the message is located or when it is sent.
  2. The Add button, which users can use to add additional messages to the relevant field beyond the Default.
  3. A list of all current messages that have been saved, listed by name.
  4. A preview of the message, including the name of the message, the Header/Subject, and the text.
  5. The edit button, to make any needed changes to an existing template.
  6. The delete button, to remove the selected message from the list.

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Adding or Editing Client Instruction Notifications

Adding New Instruction

  1. Click the blue plus sign to open a new window
    • Note: For Reminders, Users will first need to select what Reminder they would like to add instructions too
  2. Users can toggle the Default slider if the new instruction should be the default vs the SafeSend provided default.
  3. Enter the Name of the message.  
  4. Enter the Subject of the message.
  5. Enter the Text in the body of the message.
    • Note: Name, Subject, and Text are required fields in order for the instruction to be saved. 
  6. The Variable List houses bracketed variables that Users can add to the Subject or Text to personalize the message, such as <TaxpayerName> and <SenderEmail>.
    • Note: Variables do not have to be used but are recommended.
  7. Click Apply.

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Editing Existing Client Instructions

  1. Select the Instruction to be edited.
    • Note: For Reminders, Users will first need to select what Reminder they would like to add instructions too
  2. Click the Edit icon to open a new window.
  3. Users can toggle the Default slider if the new instruction should be the default vs the SafeSend provided default.
  4. Enter the Name of the message.  
  5. Enter the Subject of the message.
  6. Enter the Text in the body of the message.
    • Note: Name, Subject, and Text are required fields in order for the instruction to be saved. 
  7. The Variable List houses bracketed variables that Users can add to the Subject or Text to personalize the message, such as <TaxpayerName> and <SenderEmail>.
    • Note: Variables do not have to be used but are recommended.
  8. Click Apply.

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