Troubleshoot: Send DRL, Questionnaire, and Letters status
Send DRL, Questionnaire, and Letters status determines which templates you can send to your clients.
Send DRL, Questionnaire, and Letters status breakdown
Status | Description | What can I do? |
|---|---|---|
Missing Info  | Clients with the Status Missing Info can't be invited to join TaxCaddy because their client record is missing required information in one or more of these fields: Email , First Name , Last Name , Owner . | Provide missing information and then send the Invite to proceed. |
Not Eligible  | Clients who have not yet had their Custom DRL created will not be eligible to have one sent to them. | Create the client's DRL in Client Management. |
Not Sent  | Client who is eligible to be sent the selected DRL, Questionnaire, or letter, but who haven’t been sent the selected item, have the status Not Sent. | Send the selected DRL, Questionnaire, or letter. |
DRL or Questionnaire Sent  | Clients who have been sent the selected DRL or Questionnaire have the status Sent. For DRL, Sent is the final status. For Questionnaire, this will update once complete. |
|
Letter Awaiting Review  | Clients who have been sent the selected Letter but who haven’t reviewed it have the status Awaiting Review. | Wait for the client to complete the items. |
Letter Awaiting Signature  | Clients who have been sent the selected Letter but who haven’t signed it have the status Awaiting Signature. | Wait for the client to complete the items. |
Letter Awaiting Spouse's Signature  | Clients who have been sent the selected Letter but whose spouse hasn't signed it have the status Awaiting Spouse's Signature. | Wait for the client to complete the items. |
Questionnaire Completed  | Clients who have completed the Questionnaire have the status Completed. |
|
Letter Signed  | Clients who have signed the letter have the status Signed. |
|
Letter Reviewed  | Clients who have reviewed the letter have the status Reviewed. |
|
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