Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Adjusting Reminder Settings on Organizers
Organizer reminders help taxpayers remember to finish filling out their organizers. Reminders to sign help taxpayers remember to review and sign their engagement letters or other documents. They ca...
-
Annie M. created an article, [Video] Organizer Client Experience
The video below shows you a typical organizer experience from the perspective of the taxpayer.
-
Annie M. created an article, Placing Checkboxes and Radio Buttons
Checkboxes and radio buttons can be added to Organizer documents and/or Additional E-Sign Documents during processing. For batch Organizers, this option is only available in the Additional E-Sign D...
-
Annie M. created an article, Leading Zeros in CSV Template
Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue. Warning: After you save ...
-
Annie M. created an article, Married Filing Jointly Organizers
There are several scenarios in which the organizer is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse. Wha...
-
Annie M. created an article, Check Boxes or Text Boxes Misplaced
If you or your taxpayer notice that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in q...
-
Annie M. created an article, Delivered and Archived Organizer Statuses
After an organizer is delivered to a client, it moves to the Delivered Organizers page. Its status is shown in three different columns; Signature Status, Organizer Status, and Source Document Statu...
-
Annie M. created an article, Unable to Process Organizer - Client(s) are Deceased, Missing Client Info
A personal information page is required when uploading an organizer. If this page is not included, the Client Info tab will not have fields to enter taxpayer information and when you attempt to del...
-
Annie M. created an article, Settings: Saved Messages
Here you can add, preview, and change Saved Message templates that you can apply while processing an organizer. The taxpayer sees this message after they authenticate. Please note: Only System Ad...
-
Annie M. created an article, My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing. These default settings are not related to your Saf...