Retrieve completed organizers to UltraTax CS

Follow these steps to retrieve completed organizers to UltraTax CS.
  1. Open CS Connect.
  2. Set
    Web Delivery: ($) Retrieve completed organizers
    to
    Yes
    .
  3. Select
    Connect
    .
  4. After the call is complete and you acknowledge the
    Call Summary
    window, the
    Web Organizer (Retrieve)
    window opens. All completed web client organizers are automatically retrieved.
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