Settings: Client Instructions

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. 

Please note:

Only System Administrators have access to the Settings section.

Access Client Instructions

1. Click Settings.
2. Click Client Instructions.

Client Instructions Overview

Important

Whichever message is marked as the Default is sent to all organizer recipients. These templates cannot be selected on an organizer-by-organizer basis.

1. View the name of the message, with a brief description of where the message is located or when it is sent.
2. Click the Add button to add additional messages to the relevant field.
3. View a list of all current messages that have been saved, listed by name.
4. View a preview of the message.
5. Click the Edit button to make any needed changes to an existing template.
6. Click the Delete button to remove the selected message from the list.
7. Click the Select Reminder drop-down to select which reminder message to display/edit. 

Adding New Instructions

1. Click the Add Message button to open a new window. 
   • Note: For Reminders select which reminder message to view/edit. 
2. Click the toggle Default slider if the new instruction should be the 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 for the instruction to be saved. 
6. Click Variable List to see bracketed variables that users can add to the Subject or Text to personalize the message, such as <TaxpayerName>, that will be auto-filled.
7. Click Apply to save the new message. 

Editing Existing Client Instructions

1. Select the Instruction to be edited.
   • Note: For Reminders select which reminder message to view/edit. 
2. Click the Edit icon to open a new window.
3. Click the toggle Default slider if the instruction should be the 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. Click Variable List to see bracketed variables that users can add to the Subject or Text to personalize the message, such as <TaxpayerName>, that will be auto-filled.
8. Click Apply to save the edited message. 

Message Descriptions 

Message	Description
Initial Email	This is the first message sent to the client when the return is delivered.
Reminders	This is a reminder email sent to the client per the options set during delivery.
Download Engagement Letter	This message is sent to clients once all required parties have completed e-signing the forms in the organizer.