Mark documents as Viewed and Unviewed

You will see the
Unviewed
icon appear when a taxpayer uploads a new document that hasn’t been viewed. You can mark the new documents as
Viewed
without actually viewing the document in the Document Viewer panel.
Conversely, you can mark already viewed documents as
Not Viewed
to go over them again if needed.
Follow these steps to mark the document as
Viewed
or
Not Viewed
:
  1. Sign in to TaxCaddy.
  2. Select a client tile to view that client’s profile.
  3. Select
    Documents
    , then select the
    Upload Documents
    switch.
  4. On the document tile, select the
    Menu
    icon, then select
    Mark as Viewed
    .
  5. If you want to mark the document as not viewed, select the
    Menu
    icon then select
    Mark as Not Viewed
    .
    You will see the
    Unviewed
    icon appear on that document tile.

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