This article applies to:

Product: safesend
Subject: Organizer,Reports
Audiences: Staff

Organizers Report overview

Show all hidden content.

This article provides an overview of the Organizers Report dashboard in Organizers.

Go to Organizers Reports
in the navigation menu.

Select Delivered Organizers.

Bulk Action Items

These actions can be performed on multiple organizers at the same time.

Send Reminder

You can manually send a reminder to the client so that they can sign their documents, complete their organizer, or upload source documents. The reminder email will be delivered immediately. You can also adjust scheduled automated reminders.

Send Reminder Now

Select the checkbox next to the client's name.

Select Send Reminder.

Select the checkbox next to the reminders to be delivered.

If items that don't qualify for a reminder are selected, a warning message will appear.

Select Send
to deliver the reminders.

Schedule Automated Reminder

Select the checkbox next to the client's name.

Select Send Reminder
.

Select the Schedule Automated Reminder
tab.

Switch the reminder to turn on or turn off Signing
or Organizer
reminders.

Select the Send a reminder every. . .
dropdown to select how often Signing or Organizer reminders are sent to the taxpayer.

Select Save
to save any changes made.

Download

Select the checkbox next to the client's name.

Select
Download
to download signed documents, the completed organizer, and uploaded source documents.

Change Status

Changing the status of an engagement letter or organizer will update the status to MANUALLY SIGNED or MANUALLY COMPLETED. This indicates that the taxpayer provided the completed engagement letter or organizer outside of SafeSend.

Select the checkbox next to the client's name.

Select
Change Status.

Select the checkbox next to the statuses to be updated.

If items that don't qualify to change the status are selected, a warning message will appear.

Select Save
to update the selected statuses.

Archive & Restore

You can move completed organizers to help keep your Organizers Reports
section more organized (recommended). You can also restore a document from the Archived Organizers
section if necessary.

Archive

Select the checkbox next to the client's name.

Select Archive
.

Select Confirm
to move the organizer to the Archived Organizers
section

Note: All scheduled reminders will be turned OFF for archived Organizers

Restore

Go to the Archived Organizers.

the checkbox next to the client's name.

Select Restore
.

Previously scheduled reminders will be turned ON for restored Organizer

Select Confirm
to move the organizer back to the Delivered Organizers
section.

Delete & Restore

When an organizer is deleted it is placed into the Recycle Bin
, where it can either be restored or permanently deleted. Permanent deletion is not recommended.

Mark the checkbox next to the client's name.

Select
Delete
.

Select Confirm
to move the organizer to the Recycle Bin
.

All scheduled reminders will be turned OFF for recycled Organizers

Restore

Go to the Recycle Bin.

Select the checkbox next to the client's name.

Select Restore
.

Note: Previously scheduled reminders will be turned ON for restored Organizers

Select Confirm
to move the organizer back to the Delivered Organizers
section.

Close/Open by Firm

This option will let you close or re-open an organizer.

note

If an organizer is re-opened, the taxpayer will receive an email notification requesting they update the organizer.

If the taxpayer attempts to open a closed organizer, they’ll receive an error message.

Select the checkbox next to the client's name.

Select
Close/Open by Firm
.

If the organizer was closed, it will re-open and the status will change to Delivered
or Questionnaire Completed
.

If the organizer was open, the status will change to Closed by Firm.

Select
Confirm.

Filter and Export

Refresh

Select the Refresh
icon to refresh the report to update any recent changes.

Filter

Type into the column headers or select an option from the column header dropdown to filter organizers. Select the arrows at the top of the column to sort in ascending/descending order. You can also save, apply, or clear all filters.

Use the Column Headers
to filter the Organizer Report
OR

Select the
Filters
dropdown to:

Apply Recent Filter.

Save Current Filter.

Clear Filter
.

Column Options

The column display can be edited to suit your needs.

Select the Colum Options
button.

Select the switch to turn a column On
or
Off
(display or don’t display column).

The Client ID
column can't be disabled.

Drag and drop the columns to reorder them. This also reorders them on your Delivered Organizers dashboard.

Select Ok
to save any changes made.

Export to Excel

Select Export to Excel
to export the current filtered report into a CSV file.

Action Menu

Edit Client Info

Select the green Edit Client Info
button to open a window to view and edit client information.

Edit any information necessary.

Select Save
to save any changes made.

Download

Select the Download Organizer
icon.

Select Filled Organizer
to download the organizer or Signed Documents
to download all signed documents.

Audit will update to show you who downloaded with date/time stamp.

Select the Download Newly Added
option in the Source Documents
dropdown to download only newly added documents.

Source documents that have already been downloaded won’t be downloaded.

Select the Uploaded Date
column to sort the documents in ascending or descending order.

Select the Preview
button to get a preview of that document.

Select Download All
to download all documents listed.

More Action Items

Unlock Organizer

If a client fails to enter the proper access code three times, the organizer is automatically locked. The organizer unlocks automatically after 5 minutes.

note

This option is only available if the organizer is locked.

Go to Delivered
or
Archived Organizers.

Locate the locked organizer and select the More (...)
icon in the Action menu.

Select Unlock Organizer
.

The Unlock Organizer
option is only available if the organizer or the Client Portal is locked.

Select Unlock Direct Document
or Unlock Taxpayer Client Portal
.

Resend Access Link

Select the
More Action Items (...)
icon.

Select Resend Access Link.

Select the Resend Access Link
icon for the recipient OR

Select the Copy icon
to copy the Organizer access link to your clipboard.

Client View

The Client View option opens a new tab that displays the Organizer as the client sees it. You will be able to review what progress has been made by the taxpayer.

note

Pop-ups must be enabled for the new tab to open.

Select the
More Action Items (...)
icon.

Select Client View
.

Select the taxpayer or spouse's name to open a new tab.

Client Tracking

Select the
More Action Items (...)
icon.

Select
Client Tracking
to view the activity on the organizer, from access to signature.

Review Client Tracking
events.

Send Reminder

Send Reminder Now

Select the
More Action Items (...)
icon.

Select Send Reminder
.

Select the Send Reminder Now
tab.

A red warning will appear if automated reminders are enabled.

Select the checkbox next to the reminders to be delivered.

Select Send
to deliver the reminders.

Schedule Automated Reminder

Select the
More Action Items (...)
icon.

Select Send Reminder
.

Select the Schedule Automated Reminder
tab.

Switch the reminder to turn on or turn off Signing
or Organizer
reminders.

Select the Send a reminder every. . .
dropdown to select how often Signing or Organizer reminders are sent to the taxpayer.

Select Save
to save any changes made.

View Access Code

If a taxpayer is unable to locate their access code, firm users can generate a new access code and provide it to them via email or phone. This lets the firm provide direct help if the taxpayer is having difficulty accessing their documents.

Organizer

Select the
More Action Items (...)
icon.

Select View Access Code
to open the Access Code
window.

Select the Direct Document
tab.

View the most current access code or select Generate Access Code
to generate a new code for the taxpayer.

Client Portal

Select the
More Action Items (...)
icon.

Select View Access Code
to open the Access Code
window.

Select the Client Portal
tab.

View the most current access code OR

Select Generate Access Code
to generate a new code for the taxpayer.

Reopen Document Upload

If the taxpayer selects Complete
on the Upload Documents
page, they’ll no longer be able to upload new documents. You can let them upload documents again using this feature.

note

This option will only be available if the status for Source Documents is Finished
.

Select the
More Action Items (...)
icon.

Select Reopen Doc.. Upload
.

Select Confirm
to let the taxpayer upload documents again.

Reopen Organizer

After the organizer has been marked as completed by the taxpayer or spouse, the organizer can no longer be edited. The firm can re-open the organizer for editing using the Reopen Organizer
option.

note

This option will only be available if the status for the Organizer is Completed
.

Select the
More Action Items (...)
icon.

Select Reopen Organizer
.

Select Confirm
to let the taxpayer or spouse edit the organizer again.

Report a Problem

This option allows you to send a report from a specific organizer to our Support team. This provides them with additional organizer details that may be useful for troubleshooting.

Select the
More Action Items (...)
icon.

Select Report a Problem
.

Enter a Description
of the issue. The more details, the better.

Select Submit
to send the report to our Support team.

Undelivered Batch

The Undelivered Batch section displays organizers that were uploaded as part of a batch but had an error that was not corrected. These organizers were not delivered.

note

Deleted items are not sent to the Recycle Bin. They are permanently deleted.

Select Undelivered Batch
in the left panel.

Select the Download
icon to download an Excel file.

The file will display all the organizers within the batch that didn’t deliver and the reason why.

Select the red X
icon to delete the line item.

Additional Report Options

Blue Text

You can select certain areas of the Delivered Organizers
report to get additional information. Any text that is blue can be selected, as well as any link icon displayed in the report.

Signature Status

Select a Partially Signed
status.

Review Signature
Details.

Details will include if they’ve signed with a date and time stamp.

Download Status

Select a Downloaded
status.

Review the firm's Download History
.

Details will include which items were downloaded with a date and time stamp.

Link Icon

Get a list of Names, Client IDs, and Email Addresses associated with this organizer in the Client Portal. This option also displays items outside of Organizers, like Extensions or Returns.

Select the Link
icon next to the client's name.

Review Connections
.

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This article applies to:

Organizers Report overview