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Upload files to client's Uploaded Documents

Document flags

An efficient way to keep track of documents is to mark them with a
Document Flag
. Flagging a client’s uploaded documents in TaxCaddy lets you indicate which documents to include or exclude when uploading documents to a binder.
The
Document Flag
 icon will appear on the document tile and the Document Viewer panel. When you are creating a new binder or adding documents to an existing binder, the
Document Flag
 icon can be used to indicate which documents you want to incorporate or leave out.
Follow these steps to learn more about the Document Flag feature:
  1. Sign in to TaxCaddy.
  2. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client and select the client tile from the result.
  3. Select
    Documents
    , then select
    Upload Documents
    .
  4. On the document tile, select the
    Document Flag
     icon to indicate if the document needs to be included/excluded.
    Icons
    Description
    Added to binder
    Document has already been added to the binder.
    Include in binder
    Document should be included in the SPbinder.
    Exclude from binder
    Document should be excluded from SPbinder.
    Cannot include in binder
    Document can't be included in the binder.
  5. You can also switch the Document Flag from the Document Viewer panel.
  6. You'll see a notification after the Document Flag has been updated.
  7. When creating a new binder or adding documents to an existing binder, select the
    Select TaxCaddy Documents
     button.
  8. On the
    Select TaxCaddy Documents
     window, you'll see all flagged and unflagged documents. You can select the checkbox to include the document in the binder. Conversely, you can clear the checkbox to exclude the document from being submitted to the binder.
    For convenience, documents marked with the
    Document Flag
     icon will be pre-selected by default.
  9. Select the documents to include in the binder, then select the
    Add
     button.
  10. Documents that have already been added to the binder can't be added again. To view already submitted documents, select the
    Show already submitted documents
     checkbox.
    Documents that are incompatible (damaged, password-protected, encrypted, PDF portfolios) also can't be included in the binder.
  11. After documents are uploaded to a binder, the
    Document Flag
    icon changes to the
    Binder
    icon to indicate that the document has already been added to the binder.
    On the Document Viewer panel, the Document Flag will be removed and the
    ADDED TO BINDER
     badge will be added.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Documents

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