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This article applies to:

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

Configure saved messages

Use this section to add, preview, and edit saved message templates, which the program applies during processing. The taxpayer gets this message after they authenticate and before they review the Gather request.
note
Only System Administrators can access the
Settings
 section.
To access
Saved Messages
:
  1. Select
    Settings
     in the left panel.
  2. Select
    Saved Messages
    .
Add a new message
  1. Select
    Add
    .
  2. Enter a
    Name
     for the message.
    note
    This name appears in the
    Message Template
     dropdown in the
    Delivery Options
     tab during processing.
  3. Enter the
    Text
     for the
    Saved Message
    .
  4. Mark
    Allow users to edit before sending
     to let users edit the message during processing.
  5. Mark
    Default
     to set this message as your firm default.
    note
    Only 1 message can be the default.
  6. Select
    Save
     to add the new message template.
Edit a saved message
  1. Select a saved message from the message list.
  2. Select
    Edit
     to open the editing window.
  3. Make any of the following changes:
    • Change the name of the message.
    • Edit the body of the message in rich text format to change the font size, style, alignment, or color.
  4. Mark
    Allow users to edit before sending
     to let users edit the saved message before delivery.
  5. Mark
    Set as Default
     to set this message as your firm default.
    note
    Only 1 message can be the default.
  6. Select
    Update
     to save your changes.

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