Settings: Saved Messages

Here you can add, preview, and change Saved Message templates, which are applied during processing. The taxpayer will see this message after they authenticate and before they review the Gather request. 

Please note:

Only System Administrators have access to the Settings section.

1. Click Settings in the left panel. 
2. Click Saved Messages. 

Add a New Message

1. Click Add.
2. Enter a Name for the message.
   • This name appears in the Message Template drop-down in the Delivery Options tab during processing. 
3. Enter the Text for the Saved Message. 
4. Check Allow users to edit before sending to allow users to edit the message during processing.
5. Check Default to set this message as your firm default.
   • Only one message can be the default.
6. Click Save to add the new message template.

Edit a Saved Message

1. Click on a saved message from the message list.
2. Click Edit button to bring up the editing window.
3. You can do the following:
   • • Change the name of the message.
     • Edit the body of the message in rich text format. This lets you change the font size, style, alignment, and color.
4. Check Allow users to edit before sending to allow users to edit the saved message prior to delivery. 
5. Check Set as Default to set this message as your firm default.
   • Only one message can be the default.
6. Click Update to save any changes made.