Organizers (Basic): Submit, Unsubmit, Change
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Our organizers allow you to create custom-designed questionnaires and forms to get all the essential info you need from your clients. Here, we cover everything you need to know about our organizers.
- Knowing when an organizer is ready
- Changing answers in an organizer
- Submitting organizers for clients
- Unsubmitting organizers
- Viewing pending organizers
Knowing When an Organizer Is Ready
Once a client completes an organizer and clicks Submit, you receive a notification by email and in your Inbox+. Click on the organizer’s name or on the Go to... link to view it.
By default, you won’t receive a notification each time a client uploads a document to an organizer. If you do want to know when that happens, toggle on Notify about document upload in the organizer template settings.
Change your notification preferences whenever you need to.
Changing answers in an organizer
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To complete or edit an organizer for a client, click the three dots either to the right of the organizer in the list or in preview mode, then select Change answers.
Note that:
- Every change you make to an organizer is recorded in the audit trail.
- Organizers can be changed by a firm owner, admin or any team member with access rights to edit organizer answers.
You can compare the current organizer with the previous organizers and copy answers or download files from them. To do so, click on the Compare answers link to the top right and select any previous organizer from the dropdown with the organizer names.
You will see the current organizer on the left and the previous organizer on the right. There you can:
- Click on any section to view it
- Copy an answer by clicking the button to the right of it
- Download and preview files by clicking the buttons to the right of the file name
Click X at the top right to close the previous organizer.
All changes are automatically saved. You can close the organizer and resume answering questions later or from a different computer without losing a thing. Edit the organizer as you see fit. Once you’re done, look it over in read-only mode by clicking Back to view mode at the top of the page.
Submitting Organizers for Clients
There are several ways to submit an organizer, whether it’s fully completed or not:
- Select Submit organizer to move a job with a linked organizer to the next stage.
- Click the three dots to the right of the organizer’s name in the list or when reviewing the answers inside an organizer, then select Submit.
Unsubmitting Organizers
You may need to unsubmit an organizer: For instance, you need additional information from a client or you accidentally submitted it.
Click the three dots to the right of the organizer’s name in the list, or when reviewing the answers inside an organizer, then select Unsubmit. In the slide-out, enter the reason for unsubmitting as an additional comment for the client (optional), then click Unsubmit Organizer.
Once the organizer has been unsubmitted, its status changes to Pending, and an email about it is sent to the client. If you added a comment, it is is displayed in the notification.
Seeing Pending Organizers
If you’d like to see all pending organizers, click Clients in the left sidebar to get to the Accounts page.
To filter the account list to show only clients with pending organizers, follow these steps:
1. In the All Accounts tab, click FILTER in the far right of the menu bar.
2. Select Pending in the Organizers section, then click on APPLY.
Note: If you archive a pending organizer, it won’t display when the Pending filter is applied.