Unable to manually process a client
When a client has uploaded at least 1 document, you can start manually processing documents using the
Process Now
button in the Send Organizers
task.If a client has uploaded a document and you don't see the
Process Now
option, make sure they uploaded it in their TaxCaddy portal directly to the document request list (DRL) it applies to.Related Content
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Troubleshooting
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Article,
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