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Settings

Settings: Saved messages

Create, preview, edit, and delete default saved message templates for processing returns, including attachment and paper file instructions.
The
Saved Messages
 section lets you create, preview, and change saved message templates that you can apply while processing a return. Saved message sections:
  • Saved Messages
    : The message appears after the taxpayer authenticates and selects to begin.
  • Attachment Instructions:
     This message appears in the
    Review > Attachments
     section on the taxpayer side (if attachments are included with the return).
  • Paper File Instructions:
     This message appears before the taxpayer reviews their paper file return (if the return includes paper file returns).
note
System Admins
 are the only users who can access the
Settings
 menu.
Accessing Saved Messages
  1. Select
    Settings
    .
  2. Select
    Saved Messages
    .
Creating Saved Messages
  1. Select the
    Add
     button for
    Saved Messages
    ,
    Attachment Instructions
    , or
    Paper Filed Instructions
    .
  2. Enter the
    Name
     of the message that appears for firm users during processing.
  3. Enter the message text to display to the client. HTML format options are available.
  4. Mark
    Allow users to edit before sending
     to let users edit the message in the
    Delivery Options
     tab during processing.
  5. Expand the
    Show Variables List
     to include fields in the message that automatically fill with relevant taxpayer data.
  6. Mark the
    Default
     checkbox if the new instruction should be the default.
  7. Select
    Add
     to finish the message and return to the
    Saved Messages
     screen.
Editing Saved Messages
  1. Select the
    Name
     of a
    Saved Message
     to highlight it in blue.
  2. Select the
    Edit Message
     icon to open the
    Edit
     window.
  3. Enter the
    Name
     of the message that appears for firm users during processing.
  4. Enter the message text to display to the client. HTML format options are available.
  5. Mark
    Allow users to edit before sending
     to let users edit the message in the Delivery Options tab during processing.
  6. Expand the
    Show Variables List
     to include fields in the message that automatically fill with relevant taxpayer data.
  7. Mark the
    Default
     checkbox if the new instruction should be the default.
  8. Select
    Save
     to finish the message and return to the
    Saved Messages
     screen.
  9. Select
    Delete
     to remove the selected saved message template.

This article applies to:

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