Adjusting Reminder Settings

Reminders can help taxpayers remember to fill out their organizer, upload documents, and sign documents. These can be sent and adjusted in a few ways. 

The default setting for reminders can be adjusted by an Administrator on your account. 

Processing

Adjust the reminder setting prior to delivery by following the steps below. 

1. Navigate to the Delivery Options section during processing. 
2. Navigate to the Reminders section.
3. Toggle the Send Gather Reminder option to enable or disable signing reminders. 
4. Select the Send Reminder every.. drop down to select the period of time between each automatic reminder. 

Delivered 

You can send a one-off reminder or adjust the reminder settings for delivered Gather requests. 

Send One-off Reminders

1. Navigate to the Delivered dashboard.
2. Locate the request and click the More Action Items (...) icon.
3. Click the Send Reminder button.
4. Click the Send Reminder Now tab. 
5. Click the checkbox for Gather Reminder. 
6. Click Send to deliver the reminders. 

Adjust Automatic Reminder Settings

1. Navigate to the Delivered dashboard.
2. Locate the request and click the More Actions(...) icon.
3. Click Send Reminder. 
4. Click the Schedule Automated Reminder tab. 
5. Toggle the Gather Reminder option to enable or disable signing reminders. 
6. Click the Send a reminder every. . . drop-down to select how often signing reminders are sent to the client. 
7. Click Save to save any changes made. 

Important

Utilize the Send Reminder bulk action option to send or adjust reminder settings for multiple requests. This feature only shows the firm wide default reminder settings. To confirm the individual settings, use the Action menu.