Custom Organizer Templates
Create your own interactive questionnaires with our custom organizers to efficiently gather all the info you need from your clients. Having all your FAQs ready to go will save you time. Plus, you’ll find that our organizers are especially helpful to use as automations in pipelines, so that they always go out to clients at just the right time.
- Creating Organizer Templates
- Conditional Logic Jumps
- Notifications for Document Uploads
- Adding Default Organizers From Our Library
- Sending Organizers to Clients as Automations
- Organizer Visible to Client, Explained
- Editing Organizer Templates
- Duplicating Organizer Templates
- Deleting Organizer Templates
Creating Organizer Templates
An organizer template can be created by a firm owner or any team member who has been given access rights to manage organizers. Design them ahead of time, so that you have them handy and available to further customize.
To create an organizer template, go to Settings from the left sidebar, choose Templates in the menu bar, select Organizers, then click CREATE TEMPLATE.
Or access this page by selecting the Create Organizer automation while creating or editing a pipeline, then clicking New Template.
An organizer consists of sections and questions. Each question belongs to a section. Read about all the template creation features in detail:
1. Organizer Name: Enter what you’d like to call it. This is what you’ll see when selecting the template.
2. Section Name: Enter a heading for the first section (for example, “Personal Details”).
3. Add Question: Select the type of question or request, choosing one of the following from the pull-down:
What the pull-down options are for on the client-side:
- Free entry: entering text, such as a name, address, or company
- Number: entering numerals, such as a number of children or an SSN
- Date: entering a day, month, and year, such as a DOB
- Radio Buttons: selecting from a list of options, such as a company type—nonprofit, LLC, etc.
- Checkboxes: clicking on a list with checkboxes that can be left empty or checked
- Yes/No: choosing a yes or no answer, such as for a client’s marital status
- File upload: uploading specific documents; the name of the requested document appears on the organizer. Documents uploaded to an organizer are saved to Client uploaded documents.
4. Gear icon: Click the gear icon to make a question mandatory, then toggle on Required. Also, if you want a new question to be displayed when a client answers a question a certain way, click the gear icon to toggle on Conditions, then set up the conditional logic jumps (see below).
5. Add Section: When you’re done with the questions for the first part of the organizer, add more sections.
6. Notify about document upload: Toggle this on if you want to receive notifications about documents uploaded to an organizer. For more details, see below.
7. Save: When all the questions are added, save the template.
Conditional Logic Jumps
Our Conditions feature makes organizers easier for clients to fill out by hiding nonrelevant questions. When you use Conditions, clients no longer have to skip questions that don’t pertain to them; instead, these simply don’t appear.
You can also add Conditions to individual questions (COMING SOON: Conditions for different sections!). Conditional questions are visible to you but hidden from the client. If the client answers a question in a way that requires a secondary question, the new question is then displayed.
Step 1. Add questions
To use Conditions, begin by adding all the questions you’ll need in the organizer: the general questions all clients must answer, plus the secondary ones you would like to be displayed when the client answers a question a certain way.
Step 2. Add condition rules
Click the gear icon next to the conditional question—the secondary question that should be displayed if a client answers a general question a certain way—then toggle on Conditions.
Set up the conditions for the question to be displayed: In the Question field, select the general question the secondary one refers to; in the Answer field, select the answer that should trigger the secondary question to be displayed (see below).
You’ll be selecting questions from the ones you initially added to the organizer. By default, you can select one; however, you can add more or delete ones you no longer want.
- In the Answer field, only Radio Buttons, Checkboxes, or Yes/No answers are available.
- You can select the same question for your conditions as many times as needed.
- You cannot loop questions to each other. I.e, if Question 1 triggers Question 2, you cannot select Question 1 as a trigger for Question 2.
Step 3. Select the Mode (All/Any)
Depending on your needs, select All or Any from the Mode pull-down:
- All: The conditional question will be displayed only when answers to all questions match.
- Any: The conditional question will be displayed when at least one answer to a question matches.
Once you have set up the conditional logic jumps, you’ll see a green Conditions indicator next to the conditional question. Hover the mouse over the indicator to see the general question it refers to; click on the question to jump to it.
You’ll also see an Impacts indicator next to the general question. Hover the mouse over the indicator to see the conditional question it will trigger if the client answers a certain way; click on the question to jump to it.
Organizer Notifications for Document Uploads
By default, you receive notifications about document uploads when an organizer is completed and submitted. However, you may want to get notifications every time a new document is uploaded, whether the organizer is completed or not.
To receive notifications about each document upload, toggle on Notify about document upload.
Note: This applies only to new organizers.
To be notified about each document upload, turn notifications on for Organizers and Documents in Settings.
Adding Default Organizers From Our Library
To make things easy, we offer default organizer templates you can edit. To add an organizer from our library:
1. Go to Settings from the left sidebar menu, select Templates in the menu bar, open the Organizers tab, then click COPY FROM LIBRARY.
2. Click on the copy icon to the far right of the template you want to add. Now you can edit the organizer by clicking on its name.
Thanks to all of you, we’re constantly adding new templates to our library. Do you want to share one of your custom organizers with other TaxDome users? If you do, please contact us!
Organizer Visible to Client, Explained
Once you have a template ready, you can send an organizer to a client several ways. Clients can also create organizers based on your templates—although, they can’t add questions.
Here’s how it works:
1. Go to Settings from the left sidebar menu, then to Organizers. If you check the VISIBLE TO CLIENTS checkbox for at least one template, the New Organizer button on the client Organizers page becomes active.
2. The client will be able to select a template from the list of templates marked VISIBLE TO CLIENTS.
3. Once they create an organizer, all team members assigned to the client will receive a notification. And the client will be able to answer the questions in the organizer.
Note: Clients won’t see an organizer template if you haven’t added questions to it.
Editing Organizer Templates
To make changes to an organizer template, follow these steps:
1. Go to Settings from the left sidebar, select Templates in the menu bar, open the Organizers tab, then click on the organizer template’s name in the list.
2. Make changes to the organizer template, then click SAVE. You can move or delete questions and sections using the icons to the far right of the section name or question.
Note: The changes you make to an organizer template are not reflected in the organizers that have already been created from the same template.
Duplicating Organizer Templates
Create a new organizer template from an existing one: Click the three-dots icon to the far right of the organizer template’s name, then select the Duplicate link. The organizer’s copy will be saved with a suffix (e.g., Organizer (2)).
Deleting Organizer Templates
To keep things organized, remove an organizer template if you don’t need it anymore. Click the three-dots icon to the far right of the organizer template’s name, select Delete in the pull-down, then confirm by clicking DELETE. All organizers created for your clients with that template will still remain.