Settings: General

The General section allows you to update a variety of notifications and reminder preferences that can be applied prior to delivery.

Please note:

Only System Administrators have access to the Settings section.

Gather Source Document 

When this setting is enabled or disabled, it applies to all delivered and new Gather requests moving forward. 

1. Check or Uncheck the Gather Source Document setting. 
   • If enabled (checked), this setting allows the taxpayer to upload source documents from their Gather request. 
   • If disabled (unchecked), this setting removes the document upload option for the taxpayer. The taxpayer does have the option to upload source documents. 
2. Click Apply to save any changes made. 

Source Document Notification 

Once the Source Documents are enabled, you must select how often notifications should be received for client upload and deletion events. 

1. Click Send notification every time client Uploads/Deletes a source document to receive an email for every upload/deletion event OR
2. Click Send scheduled notification once per day, if client Uploaded/Deleted source document(s) to receive one email daily summarizing every upload/deletion event that day OR
3. Click Source Document Upload Notification Disabled to receive no additional notifications about upload/deletion events. 
4. Click Apply to save any changes made. 

Set Completion Notifications

Completion notifications are sent to the person assigned to the upload events in the delivery options section. View Processing a Gather Request for more details about this notification setting.

1. Toggle Document Upload Completion Notification to On to receive a notification when the client has completed uploading all the source documents. 
2. Select Send a Notification when __ of requested source documents is reached to receive a notification when the selected percentage of documents has been uploaded.
3. Select Send a Notification when __ of requested K-1 documents is reached to receive a notification when the selected percentage of K-1s have been uploaded. 

Automatic Reminders 

Automated reminders can be enabled to send reminders to the client to sign their engagement letter and/or complete their organizer. 

1. Check Enable Automatic Reminders to enable automatic reminders. 
2. Click the Send a reminder every. . . drop-down to select how often signing reminders are sent.
3. Click the Send a reminder every. . . drop-down to select how often organizer reminders are sent.
4. Click Apply to save any changes made. 

Engagement Type

Here you can add and edit additional engagement types to apply to newly uploaded gather requests. 

Add

1. Click Add to add a new engagement type.
2. Type in the name of the engagement type. 
3. Check Save as Default to make this the default engagement type for all new uploads.
4. Click Save. 

Edit

1. Click Edit to edit an existing type. 
2. Click Delete to delete the engagement type. 
   • This will not affect any already delivered or uploaded items.