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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

General settings

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note
Only administrators have access to the
Settings
 section.
  1. Go to
    Settings
    .
  2. Select
    General
    .
Engagement Letter Default
When when you turn this on or off, it only applies to future organizers. Delivered organizers are not affected.
  1. Mark or clear
    Engagement Letter Default
    .
  2. Select
    Apply
     to save any changes made.
note
  • If marked, people can include an engagement letter.
  • If cleared, this forces people to include an engagement letter before they can deliver an organizer.
Gather Source Document
When turned on or off, it applies to all delivered organizers as well as future organizers.
  1. Mark or clear
    Gather Source Document
    .
  2. Select
    Apply
     to save any changes.
note
  • If marked, the taxpayer can upload source documents within the Organizer and from the Organizer dashboard.
  • If cleared, the taxpayer can't upload source documents.
Source Document Notification
You can turn on additional firm notification options for client upload or deletion events.
note
A notification will always be sent to the firm when the taxpayer selects
Save & Notify Tax Professional
.
  1. Select
    Send notification every time client Uploads/Deletes a source document
     to receive an email for every upload/deletion event OR
  2. Select
    Send scheduled notification once per day, if client Uploaded/Deleted source document(s)
     to receive 1 email daily summarizing every upload/deletion event that day OR
  3. Select
    Source Document Upload Notification Disabled
     to receive no additional notifications about upload/deletion events.
Automatic Reminders
Automated reminders can be enabled to send reminders to the client to sign their engagement letter and/or complete their organizer.
  1. Select
    Enable Automatic Reminders
     to turn this on and edit the reminder timeframes.
  2. Select the
    Send a reminder every...
     dropdown to select how often signing reminders are sent.
  3. Select the
    Send a reminder every...
    dropdown to select how often organizer reminders are sent.
  4. Select
    Apply
     to save any changes made.

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