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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Configure client instruction settings

Customize the messages and instructions for taxpayers as they move through the Gather request. Each section includes default messaging.
note
Only System Administrators can access the
Settings
 section.
Access client instructions
  1. elect
    Settings
     in the side panel.
  2. elect
    Client Instructions
    .
Client instructions overview
note
The program sends whichever message you mark as the
Default
 to all recipients. You can't select these templates on a single request basis.
The section headers indicate which instruction type each setting applies to:
  • Initial Email
  • Reminders
  • Download Engagement Letter
From this page you can:
  • View a list of all saved messages, sorted by name.
  • Select
    Add
     to add a new message to a section.
  • Select a template name to preview a message.
  • Select
    Edit
     to make changes to an existing template.
  • Select
    Delete
     to remove a template.
Add/Edit instructions
  1. Select
    Add
     or
    Edit
     to open the editing window.
    note
    For
    Reminders
    , select which reminder message you want to view or edit first.
  2. Enter the
    Name
     of the message.
  3. Enter the
    Subject
     of the message.
  4. Enter the
    Text
     in the body of the message.
    note
    Name
    ,
    Subject
    , and
    Text
     are required fields. Complete all 3 to save the instruction.
  5. Select
    Variable List
     to display bracketed variables you can add to the
    Subject
     or
    Text
     to personalize the message.
  6. Mark
    Set as Default
     to make the instruction the default.
  7. elect
    Save
    .
Message descriptions
Message
Description
Initial Email
The 1st message sent to the client when the Gather request is delivered.
Engagement Letter Reminder
Reminds the client to sign their engagement letter. The program delivers the default message for both automated and manually delivered reminders.
Tax Organizer Reminder
Reminds the client to complete their organizer. The program delivers the default message for both automated and manually delivered reminders.
Source Document Reminder
Reminds the client to upload their source documents. The program delivers the default message for manually delivered reminders only; source document reminders are not automated.
Download Engagement Letter
Notifies the client that the engagement letter is ready for download after all parties have signed.

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