Settings for saved messages

Select
Settings
.
Select
Saved Messages
.

Add a new message

Select the
+
icon.
Enter a brief name for the message. This name appears in the
Message From Preparer
dropdown in the
Delivery Options
tab during processing.
Turn on the
Default
switch to set this message as your firm default (optional).
Only 1 message can be the default.
Fill out the body of the message in rich text format. You can set the font size, style, alignment, and color of the text.
Select the
Allow users to edit before sending
checkbox to give editing permissions during processing (optional).
Select the
Variables List
to show all available variables that can be placed into the
Body
to automatically fill with the listed information.
Select
Add
to save the new message.

Edit a saved message

Select a saved message from the message list to preview it.
Select
Edit
to open the editing window.
You can do the following:
Change the name of the message.
Set the message as the default message to use when processing extensions.
Edit the body of the message in rich text format. This lets you change the font size, style, alignment, and color.
Let staff edit the message before sending the extension.
Select
Save
when you are done making changes.