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This article applies to:

  • Product: e-Form RS
  • Subject: setup

Assign a Preparer to a client in e-Form RS

Use the
Clients
 menu to assign a Prepare to a client.
  1. Select
    My Clients
     from the
    Clients
     menu.
  2. Select a client from the list, then
    Edit Client
    .
  3. Select a Preparer from the
    Preparer
     drop-down list.
  4. Select
    Save Changes
    .

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